Wealthcare Advisory Partners’s KLA KLAC Stock Holding History

Wealthcare Advisory Partners’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	$1.85M	Sell	6,122 -1,468	-19%	-$291K	0.04%	379
2026 Q1	$1.12M	Sell	7,590 -510	-6%	-$74.6K	0.02%	485
2025 Q4	$984K	Sell	8,100 -110	-1%	-$12.9K	0.02%	517
2025 Q3	$885K	Buy	8,210 +180	+2%	+$16.8K	0.02%	534
2025 Q2	$719K	Buy	8,030 +90	+1%	+$6.77K	0.02%	552
2025 Q1	$540K	Buy	7,940 +140	+2%	+$10.1K	0.01%	578
2024 Q4	$492K	Buy	7,800 +370	+5%	+$25K	0.01%	571
2024 Q3	$575K	Sell	7,430 -50	-0.7%	-$3.92K	0.02%	536
2024 Q2	$617K	Buy	7,480 +390	+6%	+$28.8K	0.02%	488
2024 Q1	$495K	Buy	7,090 +2,830	+66%	+$182K	0.02%	540
2023 Q4	$248K	Buy	+4,260	New	+$222K	0.01%	660
2021 Q2	–	Sell	-2,840	Closed	-$94K	–	1245
2021 Q1	$94K	Buy	+2,840	New	+$85.6K	0.01%	686
2020 Q2	–	Sell	-120	Closed	-$2K	–	892
2020 Q1	$2K	Buy	+120	New	+$1.93K	﹤0.01%	1303
2019 Q3	–	Sell	-4,000	Closed	-$47K	–	1381
2019 Q2	$47K	Buy	+4,000	New	+$46.3K	0.01%	518

Other funds holding KLAC

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Wealthcare Advisory Partners's KLAC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its KLA (KLAC) stake by 19% in Q2 2026, selling an estimated $291K and leaving 6,122 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #379.

Wealthcare Advisory Partners first reported a position in KLAC in Q2 2019 and has held it in 14 quarters since. 611 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Wealthcare Advisory Partners held 6,122 shares of KLA worth $1.85M as of Q2 2026.
Wealthcare Advisory Partners sold 1,468 KLA shares in Q2 2026, an estimated $291K.
KLA made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #379 holding.
Wealthcare Advisory Partners first reported a position in KLA in Q2 2019 and has held it in 14 quarters since.
611 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.