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Bay Harbor Wealth Management’s KLA KLAC Stock Holding History

Bay Harbor 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 		$66.4K Buy
220
+30
+16% +$5.96K 0.02% 135
2026
Q1 		$28K Buy
190
+60
+46% +$8.78K 0.01% 142
2025
Q4 		$15.8K Buy
130
+50
+63% +$5.87K ﹤0.01% 149
2025
Q3 		$8.63K Buy
80
+20
+33% +$1.87K ﹤0.01% 158
2025
Q2 		$5.37K Buy
60
+30
+100% +$2.26K ﹤0.01% 176
2025
Q1 		$2.04K Buy
+30
New +$2.16K ﹤0.01% 190

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

Bay Harbor Wealth Management's KLAC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its KLA (KLAC) stake by 16% in Q2 2026, buying an estimated $5.96K and bringing the position to 220 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #135.

Bay Harbor Wealth Management first reported a position in KLAC in Q1 2025 and has held it in 6 quarters since. 2,471 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Bay Harbor Wealth Management held 220 shares of KLA worth $66.4K as of Q2 2026.
  • Bay Harbor Wealth Management bought 30 KLA shares in Q2 2026, an estimated $5.96K.
  • KLA made up 0.02% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Bay Harbor Wealth Management first reported a position in KLA in Q1 2025 and has held it in 6 quarters since.
  • 2,471 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.