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CBIZ Investment Advisory Services’s KLA KLAC Stock Holding History

CBIZ Investment Advisory Services’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 		$4.42K Sell
3
-27
-90% -$5.36K ﹤0.01% 240
2026
Q1 		$4.42K Sell
30
-1,020
-97% -$149K ﹤0.01% 240
2025
Q4 		$128K Buy
1,050
+110
+12% +$12.9K ﹤0.01% 74
2025
Q3 		$102K Hold
940
– – ﹤0.01% 80
2025
Q2 		$84.3K Buy
940
+230
+32% +$17.3K ﹤0.01% 87
2025
Q1 		$48.4K Buy
710
+130
+22% +$9.36K ﹤0.01% 118
2024
Q4 		$36.6K Hold
580
– – ﹤0.01% 136
2024
Q3 		$45K Hold
580
– – ﹤0.01% 113
2024
Q2 		$47.9K Hold
580
– – ﹤0.01% 108
2024
Q1 		$40.6K Buy
+580
New +$37.2K ﹤0.01% 110

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

CBIZ Investment Advisory Services's KLAC Position: Q2 2026 in Review

CBIZ Investment Advisory Services reduced its KLA (KLAC) stake by 90% in Q2 2026, selling an estimated $5.36K and leaving 3 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

CBIZ Investment Advisory Services first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $128K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • CBIZ Investment Advisory Services held 3 shares of KLA worth $4.42K as of Q2 2026.
  • CBIZ Investment Advisory Services sold 27 KLA shares in Q2 2026, an estimated $5.36K.
  • KLA made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #240 holding.
  • CBIZ Investment Advisory Services first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's KLA position peaked at $128K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.