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Aventura Private Wealth’s KLA KLAC Stock Holding History

Aventura Private Wealth’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 		$289K Buy
957
+507
+113% +$101K 0.09% 145
2026
Q1 		$66.3K Hold
450
– – 0.02% 276
2025
Q4 		$54.7K Buy
450
+10
+2% +$1.17K 0.02% 286
2025
Q3 		$47.5K Hold
440
– – 0.02% 299
2025
Q2 		$39.4K Hold
440
– – 0.02% 305
2025
Q1 		$29.9K Hold
440
– – 0.02% 312
2024
Q4 		$27.7K Buy
+440
New +$29.7K 0.01% 312

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

Aventura Private Wealth's KLAC Position: Q2 2026 in Review

Aventura Private Wealth increased its KLA (KLAC) stake by 113% in Q2 2026, buying an estimated $101K and bringing the position to 957 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #145.

Aventura Private Wealth first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Aventura Private Wealth held 957 shares of KLA worth $289K as of Q2 2026.
  • Aventura Private Wealth bought 507 KLA shares in Q2 2026, an estimated $101K.
  • KLA made up 0.09% of Aventura Private Wealth's portfolio in Q2 2026, its #145 holding.
  • Aventura Private Wealth first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.