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Alvarez & Marsal Private Wealth Partners’s KLA KLAC Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$1.52M Sell
5,050
-190
-4% -$37.7K 0.2% 29
2026
Q1 		$772K Buy
5,240
+1,820
+53% +$266K 0.11% 45
2025
Q4 		$416K Buy
+3,420
New +$401K 0.08% 56

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

Alvarez & Marsal Private Wealth Partners's KLAC Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its KLA (KLAC) stake by 3.6% in Q2 2026, selling an estimated $37.7K and leaving 5,050 shares worth $1.52M. The position accounts for 0.2% of the portfolio, ranked #29.

Alvarez & Marsal Private Wealth Partners 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.

  • Alvarez & Marsal Private Wealth Partners held 5,050 shares of KLA worth $1.52M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 190 KLA shares in Q2 2026, an estimated $37.7K.
  • KLA made up 0.2% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Alvarez & Marsal Private Wealth Partners 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 Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.