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Advisor OS’s KLA KLAC Stock Holding History

Advisor OS’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 		$1.17M Sell
3,885
-15
-0.4% -$2.98K 0.08% 180
2026
Q1 		$574K Buy
3,900
+100
+3% +$14.6K 0.04% 275
2025
Q4 		$462K Sell
3,800
-4,870
-56% -$571K 0.04% 291
2025
Q3 		$935K Sell
8,670
-1,750
-17% -$163K 0.08% 162
2025
Q2 		$934K Sell
10,420
-950
-8% -$71.5K 0.09% 160
2025
Q1 		$773K Buy
11,370
+710
+7% +$51.1K 0.09% 157
2024
Q4 		$672K Sell
10,660
-3,010
-22% -$203K 0.08% 175
2024
Q3 		$1.06M Buy
13,670
+560
+4% +$43.9K 0.11% 146
2024
Q2 		$1.08M Buy
13,110
+610
+5% +$45.1K 0.12% 155
2024
Q1 		$873K Buy
+12,500
New +$803K 0.1% 181

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

Advisor OS's KLAC Position: Q2 2026 in Review

Advisor OS reduced its KLA (KLAC) stake by 0.38% in Q2 2026, selling an estimated $2.98K and leaving 3,885 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #180.

Advisor OS first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Advisor OS held 3,885 shares of KLA worth $1.17M as of Q2 2026.
  • Advisor OS sold 15 KLA shares in Q2 2026, an estimated $2.98K.
  • KLA made up 0.08% of Advisor OS's portfolio in Q2 2026, its #180 holding.
  • Advisor OS first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.