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Websterrogers Financial Advisors’s KLA KLAC Stock Holding History

Websterrogers Financial Advisors’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 		$528K Hold
1,750
– – 0.14% 60
2026
Q1 		$258K Hold
1,750
– – 0.07% 78
2025
Q4 		$213K Buy
+1,750
New +$205K 0.06% 90

Other funds holding KLAC

Swedbank
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
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
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
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

Websterrogers Financial Advisors's KLAC Position: Q2 2026 in Review

Websterrogers Financial Advisors held its KLA (KLAC) position steady in Q2 2026 at 1,750 shares worth $528K. The position accounts for 0.14% of the portfolio, ranked #60.

Websterrogers Financial Advisors first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Websterrogers Financial Advisors held 1,750 shares of KLA worth $528K as of Q2 2026.
  • Websterrogers Financial Advisors left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.14% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Websterrogers Financial Advisors first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.