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Aprio Wealth Management’s KLA KLAC Stock Holding History

Aprio Wealth Management’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 		$1.93M Buy
6,411
+31
+0.5% +$6.15K 0.1% 150
2026
Q1 		$939K Buy
6,380
+1,090
+21% +$159K 0.05% 222
2025
Q4 		$707K Buy
5,290
+150
+3% +$17.6K 0.04% 250
2025
Q3 		$554K Buy
5,140
+300
+6% +$28K 0.06% 201
2025
Q2 		$433K Sell
4,840
-910
-16% -$68.5K 0.05% 215
2025
Q1 		$391K Buy
5,750
+980
+21% +$70.6K 0.05% 215
2024
Q4 		$301K Buy
4,770
+930
+24% +$62.9K 0.04% 215
2024
Q3 		$297K Buy
3,840
+70
+2% +$5.49K 0.05% 197
2024
Q2 		$311K Buy
3,770
+640
+20% +$47.3K 0.06% 160
2024
Q1 		$218K Buy
+3,130
New +$201K 0.04% 202

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

Aprio Wealth Management's KLAC Position: Q2 2026 in Review

Aprio Wealth Management increased its KLA (KLAC) stake by 0.49% in Q2 2026, buying an estimated $6.15K and bringing the position to 6,411 shares worth $1.93M. The position accounts for 0.1% of the portfolio, ranked #150.

Aprio Wealth Management first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Aprio Wealth Management held 6,411 shares of KLA worth $1.93M as of Q2 2026.
  • Aprio Wealth Management bought 31 KLA shares in Q2 2026, an estimated $6.15K.
  • KLA made up 0.1% of Aprio Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Aprio Wealth Management first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
  • 2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.