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Callan Family Office’s KLA KLAC Stock Holding History

Callan Family Office’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 		$23.2M Buy
77,004
+27,464
+55% +$5.45M 0.45% 37
2026
Q1 		$7.29M Sell
49,540
-790
-2% -$116K 0.17% 126
2025
Q4 		$6.12M Buy
50,330
+26,760
+114% +$3.14M 0.13% 165
2025
Q3 		$2.54M Sell
23,570
-1,100
-4% -$103K 0.08% 231
2025
Q2 		$2.21M Buy
24,670
+17,960
+268% +$1.35M 0.07% 261
2025
Q1 		$456K Sell
6,710
-3,180
-32% -$229K 0.03% 344
2024
Q4 		$623K Buy
9,890
+3,760
+61% +$254K 0.04% 327
2024
Q3 		$475K Buy
6,130
+340
+6% +$26.7K 0.08% 108
2024
Q2 		$477K Buy
+5,790
New +$428K 0.09% 87

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 $3.38T AUM 44.17% 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

Callan Family Office's KLAC Position: Q2 2026 in Review

Callan Family Office increased its KLA (KLAC) stake by 55% in Q2 2026, buying an estimated $5.45M and bringing the position to 77,004 shares worth $23.2M. The position accounts for 0.45% of the portfolio, ranked #37.

Callan Family Office first reported a position in KLAC in Q2 2024 and has held it in 9 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Callan Family Office held 77,004 shares of KLA worth $23.2M as of Q2 2026.
  • Callan Family Office bought 27,464 KLA shares in Q2 2026, an estimated $5.45M.
  • KLA made up 0.45% of Callan Family Office's portfolio in Q2 2026, its #37 holding.
  • Callan Family Office first reported a position in KLA in Q2 2024 and has held it in 9 quarters since.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.