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Bartlett & Co Wealth Management’s KLA KLAC Stock Holding History

Bartlett & Co 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 		$1.06M Buy
3,521
+2,191
+165% +$435K 0.01% 271
2026
Q1 		$228K Buy
1,330
+30
+2% +$4.39K ﹤0.01% 441
2025
Q4 		$158K Hold
1,300
– – ﹤0.01% 482
2025
Q3 		$140K Buy
1,300
+330
+34% +$30.8K ﹤0.01% 499
2025
Q2 		$86.9K Sell
970
-100
-9% -$7.52K ﹤0.01% 576
2025
Q1 		$72.7K Buy
1,070
+60
+6% +$4.32K ﹤0.01% 594
2024
Q4 		$63.6K Sell
1,010
-50
-5% -$3.38K ﹤0.01% 603
2024
Q3 		$82.1K Hold
1,060
– – ﹤0.01% 571
2024
Q2 		$87.4K Buy
1,060
+560
+112% +$41.4K ﹤0.01% 573
2024
Q1 		$34.9K Hold
500
– – ﹤0.01% 721
2023
Q4 		$29.3K Buy
+500
New +$26K ﹤0.01% 799
2022
Q3 		– Sell
-220
Closed -$7.02K – 1237
2022
Q2 		$7.02K Sell
220
-420
-66% -$14.1K ﹤0.01% 948
2022
Q1 		$23.4K Buy
+640
New +$23.9K ﹤0.01% 713
2021
Q4 		– Sell
-130
Closed -$4.35K – 656
2021
Q3 		$4.35K Hold
130
– – ﹤0.01% 783
2021
Q2 		$4.21K Hold
130
– – ﹤0.01% 777
2021
Q1 		$4.29K Hold
130
– – ﹤0.01% 804
2020
Q4 		$3.37K Buy
+130
New +$3.03K ﹤0.01% 843

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

Bartlett & Co Wealth Management's KLAC Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its KLA (KLAC) stake by 165% in Q2 2026, buying an estimated $435K and bringing the position to 3,521 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #271.

Bartlett & Co Wealth Management first reported a position in KLAC in Q4 2020 and has held it in 17 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Bartlett & Co Wealth Management held 3,521 shares of KLA worth $1.06M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 2,191 KLA shares in Q2 2026, an estimated $435K.
  • KLA made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Bartlett & Co Wealth Management first reported a position in KLA in Q4 2020 and has held it in 17 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.