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Aviso Wealth Management’s KLA KLAC Stock Holding History

Aviso 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 		$911K Buy
3,018
+18
+0.6% +$3.57K 0.31% 62
2026
Q1 		$442K Buy
3,000
+730
+32% +$107K 0.2% 100
2025
Q4 		$276K Hold
2,270
– – 0.12% 127
2025
Q3 		$245K Sell
2,270
-230
-9% -$21.5K 0.11% 126
2025
Q2 		$224K Buy
+2,500
New +$188K 0.1% 136
2024
Q3 		– Sell
-3,180
Closed -$262K – 155
2024
Q2 		$262K Hold
3,180
– – 0.16% 120
2024
Q1 		$222K Buy
+3,180
New +$204K 0.14% 139

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

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

Aviso Wealth Management increased its KLA (KLAC) stake by 0.6% in Q2 2026, buying an estimated $3.57K and bringing the position to 3,018 shares worth $911K. The position accounts for 0.31% of the portfolio, ranked #62.

Aviso Wealth Management first reported a position in KLAC in Q1 2024 and has held it in 7 quarters since. 2,489 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Aviso Wealth Management held 3,018 shares of KLA worth $911K as of Q2 2026.
  • Aviso Wealth Management bought 18 KLA shares in Q2 2026, an estimated $3.57K.
  • KLA made up 0.31% of Aviso Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Aviso Wealth Management first reported a position in KLA in Q1 2024 and has held it in 7 quarters since.
  • 2,489 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.