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Annis Gardner Whiting Capital Advisors’s KLA KLAC Stock Holding History

Annis Gardner Whiting Capital 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 		$394K Buy
1,305
+515
+65% +$102K 0.06% 239
2026
Q1 		$116K Buy
790
+50
+7% +$7.32K 0.02% 413
2025
Q4 		$89.9K Buy
740
+340
+85% +$39.9K 0.02% 427
2025
Q3 		$43.1K Sell
400
-400
-50% -$37.3K 0.01% 520
2025
Q2 		$71.7K Buy
800
+430
+116% +$32.4K 0.02% 365
2025
Q1 		$25.2K Hold
370
– – 0.01% 420
2024
Q4 		$23.3K Sell
370
-80
-18% -$5.41K 0.01% 425
2024
Q3 		$34.8K Sell
450
-350
-44% -$27.5K 0.01% 404
2024
Q2 		$66K Buy
800
+80
+11% +$5.91K 0.02% 369
2024
Q1 		$50.3K Buy
720
+440
+157% +$28.3K 0.02% 380
2023
Q4 		$16.3K Buy
280
+10
+4% +$520 0.01% 426
2023
Q3 		$12.4K Buy
+270
New +$12.9K 0.01% 442

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

Annis Gardner Whiting Capital Advisors's KLAC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its KLA (KLAC) stake by 65% in Q2 2026, buying an estimated $102K and bringing the position to 1,305 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #239.

Annis Gardner Whiting Capital Advisors first reported a position in KLAC in Q3 2023 and has held it in 12 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 1,305 shares of KLA worth $394K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 515 KLA shares in Q2 2026, an estimated $102K.
  • KLA made up 0.06% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #239 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in KLA in Q3 2023 and has held it in 12 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.