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Berger Financial Group’s KLA KLAC Stock Holding History

Berger Financial Group’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 		$1.26M Sell
4,190
-180
-4% -$35.7K 0.06% 195
2026
Q1 		$644K Hold
4,370
– – 0.04% 258
2025
Q4 		$531K Hold
4,370
– – 0.03% 282
2025
Q3 		$471K Buy
4,370
+630
+17% +$58.8K 0.03% 293
2025
Q2 		$335K Sell
3,740
-130
-3% -$9.78K 0.02% 320
2025
Q1 		$263K Sell
3,870
-260
-6% -$18.7K 0.02% 359
2024
Q4 		$260K Hold
4,130
– – 0.02% 350
2024
Q3 		$320K Buy
4,130
+20
+0.5% +$1.57K 0.02% 295
2024
Q2 		$339K Buy
4,110
+10
+0.2% +$739 0.03% 259
2024
Q1 		$287K Sell
4,100
-120
-3% -$7.71K 0.02% 284
2023
Q4 		$245K Buy
+4,220
New +$220K 0.03% 267
2023
Q3 		– Sell
-4,270
Closed -$207K – 286
2023
Q2 		$207K Buy
+4,270
New +$178K 0.02% 274

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

Berger Financial Group's KLAC Position: Q2 2026 in Review

Berger Financial Group reduced its KLA (KLAC) stake by 4.1% in Q2 2026, selling an estimated $35.7K and leaving 4,190 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #195.

Berger Financial Group first reported a position in KLAC in Q2 2023 and has held it in 12 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Berger Financial Group held 4,190 shares of KLA worth $1.26M as of Q2 2026.
  • Berger Financial Group sold 180 KLA shares in Q2 2026, an estimated $35.7K.
  • KLA made up 0.06% of Berger Financial Group's portfolio in Q2 2026, its #195 holding.
  • Berger Financial Group first reported a position in KLA in Q2 2023 and has held it in 12 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.