Wealth Enhancement Advisory Services
KLAC icon

Wealth Enhancement Advisory Services’s KLA KLAC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.9M Sell
192,431
-1,039,309
-84% -$206M 0.07% 240
2026
Q1 		$183M Buy
1,231,740
+939,410
+321% +$137M 0.37% 40
2025
Q4 		$40.8M Buy
292,330
+49,300
+20% +$5.78M 0.06% 301
2025
Q3 		$26.4M Sell
243,030
-8,080
-3% -$754K 0.04% 379
2025
Q2 		$23.2M Buy
251,110
+18,900
+8% +$1.42M 0.04% 381
2025
Q1 		$15.8M Buy
232,210
+10,900
+5% +$785K 0.03% 465
2024
Q4 		$13.9M Buy
221,310
+1,180
+0.5% +$79.7K 0.03% 475
2024
Q3 		$17M Sell
220,130
-46,520
-17% -$3.65M 0.04% 381
2024
Q2 		$22M Buy
266,650
+68,650
+35% +$5.07M 0.05% 311
2024
Q1 		$13.8M Buy
198,000
+45,230
+30% +$2.9M 0.04% 390
2023
Q4 		$8.88M Sell
152,770
-117,920
-44% -$6.14M 0.03% 466
2023
Q3 		$12.4M Buy
270,690
+107,010
+65% +$5.13M 0.04% 364
2023
Q2 		$7.94M Buy
+163,680
New +$6.84M 0.09% 102
2023
Q1 		– Sell
-107,500
Closed -$4.17M – 543
2022
Q4 		$4.17M Buy
+107,500
New +$3.75M 0.05% 132
2022
Q3 		– Sell
-43,140
Closed -$1.37M – 356
2022
Q2 		$1.37M Buy
+43,140
New +$1.45M 0.02% 231
2020
Q1 		– Sell
-77,100
Closed -$1.37M – 253
2019
Q4 		$1.37M Buy
+77,100
New +$1.29M 0.05% 146
2019
Q1 		– Sell
-144,350
Closed -$1.38M – 201
2018
Q4 		$1.38M Buy
+144,350
New +$1.34M 0.09% 87
2018
Q3 		– Sell
-89,300
Closed -$953K – 186
2018
Q2 		$953K Sell
89,300
-34,670
-28% -$377K 0.06% 130
2018
Q1 		$1.35M Buy
+123,970
New +$1.38M 0.09% 83
2017
Q4 		– Sell
-136,120
Closed -$1.4M – 157
2017
Q3 		$1.4M Buy
+136,120
New +$1.3M 0.12% 81
2017
Q1 		– Sell
-170,350
Closed -$1.34M – 160
2016
Q4 		$1.34M Buy
+170,350
New +$1.3M 0.16% 72

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's KLAC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its KLA (KLAC) stake by 84% in Q2 2026, selling an estimated $206M and leaving 192,431 shares worth $42.9M. The position accounts for 0.07% of the portfolio, ranked #240.

Wealth Enhancement Advisory Services first reported a position in KLAC in Q4 2016 and has held it in 21 quarters since. The position peaked at $183M in Q1 2026. 541 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 192,431 shares of KLA worth $42.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,039,309 KLA shares in Q2 2026, an estimated $206M.
  • KLA made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #240 holding.
  • Wealth Enhancement Advisory Services first reported a position in KLA in Q4 2016 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's KLA position peaked at $183M in Q1 2026.
  • 541 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.