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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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. 481 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.
481 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.