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Beverly Hills Private Wealth’s KLA KLAC Stock Holding History

Beverly Hills Private 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 		$713K Sell
2,362
-198
-8% -$39.3K 0.14% 132
2026
Q1 		$377K Sell
2,560
-8,780
-77% -$1.28M 0.06% 226
2025
Q4 		$1.38M Sell
11,340
-4,320
-28% -$507K 0.24% 109
2025
Q3 		$1.69M Sell
15,660
-330
-2% -$30.8K 0.3% 93
2025
Q2 		$1.43M Sell
15,990
-490
-3% -$36.9K 0.27% 98
2025
Q1 		$1.12M Sell
16,480
-50
-0.3% -$3.6K 0.22% 115
2024
Q4 		$1.04M Buy
16,530
+1,370
+9% +$92.6K 0.21% 116
2024
Q3 		$1.17M Buy
15,160
+1,220
+9% +$95.7K 0.24% 112
2024
Q2 		$1.15M Sell
13,940
-3,810
-21% -$281K 0.25% 100
2024
Q1 		$1.24M Buy
17,750
+1,580
+10% +$101K 0.29% 90
2023
Q4 		$940K Buy
16,170
+1,850
+13% +$96.3K 0.25% 95
2023
Q3 		$657K Sell
14,320
-13,670
-49% -$656K 0.2% 114
2023
Q2 		$1.39M Buy
27,990
+13,960
+100% +$583K 0.23% 101
2023
Q1 		$560K Buy
14,030
+1,860
+15% +$73.3K 0.17% 133
2022
Q4 		$459K Buy
+12,170
New +$424K 0.2% 116

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

Beverly Hills Private Wealth's KLAC Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its KLA (KLAC) stake by 7.7% in Q2 2026, selling an estimated $39.3K and leaving 2,362 shares worth $713K. The position accounts for 0.14% of the portfolio, ranked #132.

Beverly Hills Private Wealth first reported a position in KLAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.69M in Q3 2025. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Beverly Hills Private Wealth held 2,362 shares of KLA worth $713K as of Q2 2026.
  • Beverly Hills Private Wealth sold 198 KLA shares in Q2 2026, an estimated $39.3K.
  • KLA made up 0.14% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #132 holding.
  • Beverly Hills Private Wealth first reported a position in KLA in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's KLA position peaked at $1.69M in Q3 2025.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.