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
2024
Q3 		– Sell
-7,000
Closed -$3.36K – 2868
2024
Q2 		$3.36K Hold
7,000
– – ﹤0.01% 2560
2024
Q1 		$9.17K Hold
7,000
– – ﹤0.01% 2410
2023
Q4 		$22.3K Buy
7,000
+1,000
+17% +$52K ﹤0.01% 2250
2023
Q3 		$15.1K Buy
+6,000
New +$288K ﹤0.01% 2205

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. 560 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.
  • 560 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.