COMPASS FINANCIAL MANAGEMENT LLC’s KLA KLAC Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$3.36M	Buy	+17,162	New	+$3.41M	0.4%	59

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's KLAC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in KLA (KLAC) in Q2 2026: 17,162 shares worth $3.36M. The stake represents 0.4% of the portfolio and ranks #59 among its holdings.

1,928 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 17,162 shares of KLA worth $3.36M as of Q2 2026.
KLA was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
KLA made up 0.4% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #59 holding.
1,928 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.