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Capital Advisors Wealth Management’s KLA KLAC Stock Holding History

Capital Advisors 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 		$784K Sell
2,598
-32
-1% -$6.35K 0.09% 121
2026
Q1 		$387K Hold
2,630
– – 0.05% 152
2025
Q4 		$320K Buy
2,630
+10
+0.4% +$1.17K 0.04% 162
2025
Q3 		$282K Buy
2,620
+20
+0.8% +$1.87K 0.04% 176
2025
Q2 		$233K Buy
+2,600
New +$196K 0.04% 177
2024
Q3 		– Sell
-2,560
Closed -$211K – 173
2024
Q2 		$211K Buy
+2,560
New +$189K 0.04% 151

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

Capital Advisors Wealth Management's KLAC Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its KLA (KLAC) stake by 1.2% in Q2 2026, selling an estimated $6.35K and leaving 2,598 shares worth $784K. The position accounts for 0.09% of the portfolio, ranked #121.

Capital Advisors Wealth Management first reported a position in KLAC in Q2 2024 and has held it in 6 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Capital Advisors Wealth Management held 2,598 shares of KLA worth $784K as of Q2 2026.
  • Capital Advisors Wealth Management sold 32 KLA shares in Q2 2026, an estimated $6.35K.
  • KLA made up 0.09% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Capital Advisors Wealth Management first reported a position in KLA in Q2 2024 and has held it in 6 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.