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Ariadne Wealth Management’s KLA KLAC Stock Holding History

Ariadne 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 		$1.44M Sell
4,770
-530
-10% -$105K 0.64% 34
2026
Q1 		$780K Buy
5,300
+600
+13% +$87.8K 0.35% 68
2025
Q4 		$682K Buy
4,700
+30
+0.6% +$3.52K 0.28% 76
2025
Q3 		$543K Buy
4,670
+1,280
+38% +$119K 0.24% 92
2025
Q2 		$322K Sell
3,390
-2,130
-39% -$160K 0.15% 142
2025
Q1 		$387K Buy
5,520
+340
+7% +$24.5K 0.2% 109
2024
Q4 		$389K Buy
5,180
+960
+23% +$64.9K 0.18% 114
2024
Q3 		$290K Buy
+4,220
New +$331K 0.16% 135

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

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

Ariadne Wealth Management reduced its KLA (KLAC) stake by 10% in Q2 2026, selling an estimated $105K and leaving 4,770 shares worth $1.44M. The position accounts for 0.64% of the portfolio, ranked #34.

Ariadne Wealth Management first reported a position in KLAC in Q3 2024 and has held it in 8 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Ariadne Wealth Management held 4,770 shares of KLA worth $1.44M as of Q2 2026.
  • Ariadne Wealth Management sold 530 KLA shares in Q2 2026, an estimated $105K.
  • KLA made up 0.64% of Ariadne Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Ariadne Wealth Management first reported a position in KLA in Q3 2024 and has held it in 8 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.