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Avid Wealth Partners’s KLA KLAC Stock Holding History

Avid Wealth Partners’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 		$205K Buy
+679
New +$135K 0.1% 75

Other funds holding KLAC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Avid Wealth Partners's KLAC Position: Q2 2026 in Review

Avid Wealth Partners opened a new position in KLA (KLAC) in Q2 2026: 679 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #75 among its holdings.

1,299 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Avid Wealth Partners held 679 shares of KLA worth $205K as of Q2 2026.
  • KLA was a new Avid Wealth Partners position in Q2 2026.
  • KLA made up 0.1% of Avid Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • 1,299 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.