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Argos Wealth Advisors’s KLA KLAC Stock Holding History

Argos 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 		$42.6M Sell
141,062
-7,698
-5% -$1.53M 11.27% 2
2026
Q1 		$21.9M Sell
148,760
-1,050
-0.7% -$154K 6.3% 4
2025
Q4 		$18.6M Buy
+149,810
New +$17.6M 4.99% 6

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

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

Argos Wealth Advisors reduced its KLA (KLAC) stake by 5.2% in Q2 2026, selling an estimated $1.53M and leaving 141,062 shares worth $42.6M. The position accounts for 11.27% of the portfolio, ranked #2.

Argos Wealth Advisors first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Argos Wealth Advisors held 141,062 shares of KLA worth $42.6M as of Q2 2026.
  • Argos Wealth Advisors sold 7,698 KLA shares in Q2 2026, an estimated $1.53M.
  • KLA made up 11.27% of Argos Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Argos Wealth Advisors first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Argos Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.