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Wealthquest’s KLA KLAC Stock Holding History

Wealthquest’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 		$510K Buy
+1,690
New +$335K 0.03% 95

Other funds holding KLAC

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Wealthquest's KLAC Position: Q2 2026 in Review

Wealthquest opened a new position in KLA (KLAC) in Q2 2026: 1,690 shares worth $510K. The stake represents 0.03% of the portfolio and ranks #95 among its holdings.

832 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Wealthquest held 1,690 shares of KLA worth $510K as of Q2 2026.
  • KLA was a new Wealthquest position in Q2 2026.
  • KLA made up 0.03% of Wealthquest's portfolio in Q2 2026, its #95 holding.
  • 832 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.