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Bogart Wealth LLC’s KLA KLAC Stock Holding History

Bogart Wealth LLC’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 		$9.61M Sell
31,849
-16,151
-34% -$3.21M 0.33% 72
2026
Q1 		$7.07M Sell
48,000
-910
-2% -$133K 0.27% 85
2025
Q4 		$5.94M Sell
48,910
-1,070
-2% -$126K 0.24% 90
2025
Q3 		$5.39M Buy
49,980
+840
+2% +$78.4K 0.22% 92
2025
Q2 		$4.4M Sell
49,140
-11,470
-19% -$863K 0.19% 95
2025
Q1 		$4.12M Sell
60,610
-500
-0.8% -$36K 0.19% 94
2024
Q4 		$3.85M Buy
61,110
+9,760
+19% +$660K 0.18% 101
2024
Q3 		$3.98M Sell
51,350
-1,190
-2% -$93.4K 0.19% 99
2024
Q2 		$4.33M Buy
52,540
+51,540
+5,154% +$3.81M 0.22% 91
2024
Q1 		$69.9K Buy
+1,000
New +$64.2K ﹤0.01% 330
2023
Q4 		– Sell
-500
Closed -$22.9K – 1100
2023
Q3 		$22.9K Buy
+500
New +$24K ﹤0.01% 458

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

Bogart Wealth LLC's KLAC Position: Q2 2026 in Review

Bogart Wealth LLC reduced its KLA (KLAC) stake by 34% in Q2 2026, selling an estimated $3.21M and leaving 31,849 shares worth $9.61M. The position accounts for 0.33% of the portfolio, ranked #72.

Bogart Wealth LLC first reported a position in KLAC in Q3 2023 and has held it in 11 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Bogart Wealth LLC held 31,849 shares of KLA worth $9.61M as of Q2 2026.
  • Bogart Wealth LLC sold 16,151 KLA shares in Q2 2026, an estimated $3.21M.
  • KLA made up 0.33% of Bogart Wealth LLC's portfolio in Q2 2026, its #72 holding.
  • Bogart Wealth LLC first reported a position in KLA in Q3 2023 and has held it in 11 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.