Activest Wealth Management’s KLA KLAC Stock Holding History

Activest Wealth Management’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	$27.2K	Sell	90 -470	-84%	-$93.3K	0.01%	381
2026 Q1	$82.8K	Buy	560 +150	+37%	+$21.9K	0.01%	252
2025 Q4	$49.8K	Sell	410 -240	-37%	-$28.1K	0.01%	319
2025 Q3	$70.1K	Buy	650 +130	+25%	+$12.1K	0.01%	223
2025 Q2	$46.6K	Buy	520 +100	+24%	+$7.52K	0.01%	221
2025 Q1	$28.6K	Buy	420 +410	+4,100%	+$29.5K	0.01%	247
2024 Q4	$630	Buy	+10	New	+$676	﹤0.01%	506
2023 Q3	–	Sell	-860	Closed	-$41.2K	–	366
2023 Q2	$39.8K	Buy	+860	New	+$35.9K	0.03%	100

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Activest Wealth Management's KLAC Position: Q2 2026 in Review

Activest Wealth Management reduced its KLA (KLAC) stake by 84% in Q2 2026, selling an estimated $93.3K and leaving 90 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #381.

Activest Wealth Management first reported a position in KLAC in Q2 2023 and has held it in 8 quarters since. The position peaked at $82.8K in Q1 2026. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Activest Wealth Management held 90 shares of KLA worth $27.2K as of Q2 2026.
Activest Wealth Management sold 470 KLA shares in Q2 2026, an estimated $93.3K.
KLA made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #381 holding.
Activest Wealth Management first reported a position in KLA in Q2 2023 and has held it in 8 quarters since.
Activest Wealth Management's KLA position peaked at $82.8K in Q1 2026.
2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.