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Avidian Wealth Enterprises’s KLA KLAC Stock Holding History

Avidian Wealth Enterprises’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 		$1.22M Buy
4,040
+1,020
+34% +$202K 0.03% 283
2026
Q1 		$445K Buy
3,020
+770
+34% +$113K 0.01% 463
2025
Q4 		$274K Buy
2,250
+340
+18% +$39.9K 0.01% 492
2025
Q3 		$206K Buy
+1,910
New +$178K 0.01% 554
2017
Q3 		– Sell
-89,710
Closed -$821K – 99
2017
Q2 		$821K Buy
89,710
+110
+0.1% +$1.1K 0.34% 24
2017
Q1 		$852K Buy
89,600
+22,870
+34% +$201K 0.33% 25
2016
Q4 		$525K Buy
+66,730
New +$510K 0.23% 34

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

Avidian Wealth Enterprises's KLAC Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its KLA (KLAC) stake by 34% in Q2 2026, buying an estimated $202K and bringing the position to 4,040 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #283.

Avidian Wealth Enterprises first reported a position in KLAC in Q4 2016 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Avidian Wealth Enterprises held 4,040 shares of KLA worth $1.22M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,020 KLA shares in Q2 2026, an estimated $202K.
  • KLA made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #283 holding.
  • Avidian Wealth Enterprises first reported a position in KLA in Q4 2016 and has held it in 7 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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