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Acumen Wealth Advisors’s KLA KLAC Stock Holding History

Acumen Wealth 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 		$7.01M Buy
23,250
+1,830
+9% +$363K 1.49% 20
2026
Q1 		$3.15M Sell
21,420
-4,230
-16% -$619K 0.85% 32
2025
Q4 		$3.12M Buy
+25,650
New +$3.01M 0.9% 35

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Acumen Wealth Advisors's KLAC Position: Q2 2026 in Review

Acumen Wealth Advisors increased its KLA (KLAC) stake by 8.5% in Q2 2026, buying an estimated $363K and bringing the position to 23,250 shares worth $7.01M. The position accounts for 1.49% of the portfolio, ranked #20.

Acumen Wealth Advisors first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Acumen Wealth Advisors held 23,250 shares of KLA worth $7.01M as of Q2 2026.
  • Acumen Wealth Advisors bought 1,830 KLA shares in Q2 2026, an estimated $363K.
  • KLA made up 1.49% of Acumen Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Acumen Wealth Advisors first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.