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Aries Wealth Management’s KLA KLAC Stock Holding History

Aries 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 		$2.49M Hold
8,240
– – 0.49% 47
2026
Q1 		$1.21M Sell
8,240
-170
-2% -$24.9K 0.27% 80
2025
Q4 		$1.02M Hold
8,410
– – 0.23% 96
2025
Q3 		$907K Sell
8,410
-10
-0.1% -$933 0.21% 100
2025
Q2 		$754K Hold
8,420
– – 0.2% 105
2025
Q1 		$572K Hold
8,420
– – 0.16% 124
2024
Q4 		$531K Hold
8,420
– – 0.15% 134
2024
Q3 		$652K Buy
+8,420
New +$661K 0.18% 116

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

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

Aries Wealth Management held its KLA (KLAC) position steady in Q2 2026 at 8,240 shares worth $2.49M. The position accounts for 0.49% of the portfolio, ranked #47.

Aries Wealth Management first reported a position in KLAC in Q3 2024 and has held it in 8 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Aries Wealth Management held 8,240 shares of KLA worth $2.49M as of Q2 2026.
  • Aries Wealth Management left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.49% of Aries Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Aries Wealth Management first reported a position in KLA in Q3 2024 and has held it in 8 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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