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Wellspring Financial Advisors’s KLA KLAC Stock Holding History

Wellspring 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 		$706K Sell
2,339
-481
-17% -$95.5K 0.05% 136
2026
Q1 		$415K Buy
2,820
+590
+26% +$86.3K 0.03% 176
2025
Q4 		$271K Buy
2,230
+170
+8% +$19.9K 0.02% 216
2025
Q3 		$222K Buy
+2,060
New +$192K 0.02% 149

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

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

Wellspring Financial Advisors reduced its KLA (KLAC) stake by 17% in Q2 2026, selling an estimated $95.5K and leaving 2,339 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #136.

Wellspring Financial Advisors first reported a position in KLAC in Q3 2025 and has held it in 4 quarters since. 774 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Wellspring Financial Advisors held 2,339 shares of KLA worth $706K as of Q2 2026.
  • Wellspring Financial Advisors sold 481 KLA shares in Q2 2026, an estimated $95.5K.
  • KLA made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #136 holding.
  • Wellspring Financial Advisors first reported a position in KLA in Q3 2025 and has held it in 4 quarters since.
  • 774 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.