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Avion Wealth’s KLA KLAC Stock Holding History

Avion 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 		$121K Buy
402
+62
+18% +$12.3K 0.02% 158
2026
Q1 		$50K Buy
340
+30
+10% +$4.39K 0.01% 209
2025
Q4 		$37K Sell
310
-10
-3% -$1.17K 0.01% 248
2025
Q3 		$34K Hold
320
– – 0.01% 264
2025
Q2 		$28K Buy
320
+90
+39% +$6.77K 0.01% 266
2025
Q1 		$14K Hold
230
– – ﹤0.01% 336
2024
Q4 		$14K Buy
230
+20
+10% +$1.35K ﹤0.01% 336
2024
Q3 		$16K Buy
210
+30
+17% +$2.35K ﹤0.01% 290
2024
Q2 		$14K Buy
180
+30
+20% +$2.22K ﹤0.01% 277
2024
Q1 		$11K Buy
150
+20
+15% +$1.28K ﹤0.01% 295
2023
Q4 		$8K Buy
130
+20
+18% +$1.04K ﹤0.01% 308
2023
Q3 		$4K Buy
110
+30
+38% +$1.44K ﹤0.01% 390
2023
Q2 		$3K Buy
80
+50
+167% +$2.09K ﹤0.01% 425
2023
Q1 		$1K Buy
+30
New +$1.18K ﹤0.01% 454

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

Avion Wealth's KLAC Position: Q2 2026 in Review

Avion Wealth increased its KLA (KLAC) stake by 18% in Q2 2026, buying an estimated $12.3K and bringing the position to 402 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #158.

Avion Wealth first reported a position in KLAC in Q1 2023 and has held it in 14 quarters since. 2,471 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Avion Wealth held 402 shares of KLA worth $121K as of Q2 2026.
  • Avion Wealth bought 62 KLA shares in Q2 2026, an estimated $12.3K.
  • KLA made up 0.02% of Avion Wealth's portfolio in Q2 2026, its #158 holding.
  • Avion Wealth first reported a position in KLA in Q1 2023 and has held it in 14 quarters since.
  • 2,471 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.