AWA
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Alta Wealth Advisors’s KLA KLAC Stock Holding History

Alta 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 		$5.65M Sell
18,734
-206
-1% -$40.9K 1.53% 14
2026
Q1 		$2.79M Sell
18,940
-110
-0.6% -$16.1K 0.91% 24
2025
Q4 		$2.31M Sell
19,050
-140
-0.7% -$16.4K 0.77% 28
2025
Q3 		$2.07M Hold
19,190
– – 0.74% 28
2025
Q2 		$1.72M Buy
19,190
+780
+4% +$58.7K 0.81% 27
2025
Q1 		$1.25M Buy
18,410
+70
+0.4% +$5.04K 0.57% 44
2024
Q4 		$1.16M Buy
18,340
+650
+4% +$43.9K 0.51% 45
2024
Q3 		$1.37M Hold
17,690
– – 0.63% 38
2024
Q2 		$1.46M Sell
17,690
-40
-0.2% -$2.96K 0.73% 33
2024
Q1 		$1.24M Buy
17,730
+40
+0.2% +$2.57K 0.63% 41
2023
Q4 		$1.03M Sell
17,690
-820
-4% -$42.7K 0.57% 46
2023
Q3 		$849K Sell
18,510
-300
-2% -$14.4K 0.52% 56
2023
Q2 		$912K Hold
18,810
– – 0.54% 55
2023
Q1 		$751K Hold
18,810
– – 0.47% 68
2022
Q4 		$709K Sell
18,810
-7,010
-27% -$244K 0.48% 71
2022
Q3 		$781K Hold
25,820
– – 0.56% 50
2022
Q2 		$822K Sell
25,820
-30
-0.1% -$1.01K 0.57% 50
2022
Q1 		$946K Sell
25,850
-50
-0.2% -$1.87K 0.56% 51
2021
Q4 		$1.11M Buy
25,900
+530
+2% +$20.5K 0.69% 42
2021
Q3 		$849K Sell
25,370
-150
-0.6% -$5.01K 0.62% 53
2021
Q2 		$827K Hold
25,520
– – 0.61% 54
2021
Q1 		$843K Sell
25,520
-20
-0.1% -$603 0.7% 49
2020
Q4 		$661K Buy
+25,540
New +$595K 0.56% 61

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

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

Alta Wealth Advisors reduced its KLA (KLAC) stake by 1.1% in Q2 2026, selling an estimated $40.9K and leaving 18,734 shares worth $5.65M. The position accounts for 1.53% of the portfolio, ranked #14.

Alta Wealth Advisors first reported a position in KLAC in Q4 2020 and has held it in 23 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Alta Wealth Advisors held 18,734 shares of KLA worth $5.65M as of Q2 2026.
  • Alta Wealth Advisors sold 206 KLA shares in Q2 2026, an estimated $40.9K.
  • KLA made up 1.53% of Alta Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Alta Wealth Advisors first reported a position in KLA in Q4 2020 and has held it in 23 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.