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Whelan Financial’s KLA KLAC Stock Holding History

Whelan Financial’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 		$5M Buy
16,585
+215
+1% +$42.7K 1.36% 12
2026
Q1 		$2.41M Buy
16,370
+130
+0.8% +$19K 0.75% 17
2025
Q4 		$1.97M Buy
16,240
+770
+5% +$90.3K 0.62% 21
2025
Q3 		$1.67M Sell
15,470
-2,410
-13% -$225K 0.53% 22
2025
Q2 		$1.6M Buy
17,880
+3,410
+24% +$257K 0.58% 21
2025
Q1 		$984K Buy
14,470
+7,930
+121% +$571K 0.38% 22
2024
Q4 		$412K Buy
+6,540
New +$442K 0.16% 35

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Whelan Financial's KLAC Position: Q2 2026 in Review

Whelan Financial increased its KLA (KLAC) stake by 1.3% in Q2 2026, buying an estimated $42.7K and bringing the position to 16,585 shares worth $5M. The position accounts for 1.36% of the portfolio, ranked #12.

Whelan Financial first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 1,126 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Whelan Financial held 16,585 shares of KLA worth $5M as of Q2 2026.
  • Whelan Financial bought 215 KLA shares in Q2 2026, an estimated $42.7K.
  • KLA made up 1.36% of Whelan Financial's portfolio in Q2 2026, its #12 holding.
  • Whelan Financial first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • 1,126 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.