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Clifford Swan Investment Counsel’s KLA KLAC Stock Holding History

Clifford Swan Investment Counsel’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 		$486K Sell
1,610
-20
-1% -$3.97K 0.02% 223
2026
Q1 		$240K Buy
+1,630
New +$238K 0.01% 303

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

Clifford Swan Investment Counsel's KLAC Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its KLA (KLAC) stake by 1.2% in Q2 2026, selling an estimated $3.97K and leaving 1,610 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #223.

Clifford Swan Investment Counsel first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Clifford Swan Investment Counsel held 1,610 shares of KLA worth $486K as of Q2 2026.
  • Clifford Swan Investment Counsel sold 20 KLA shares in Q2 2026, an estimated $3.97K.
  • KLA made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #223 holding.
  • Clifford Swan Investment Counsel first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.