Cogent Private Wealth’s KLA KLAC Stock Holding History

Cogent Private Wealth’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	$432K	Buy	1,432 +22	+2%	+$4.37K	0.27%	75
2026 Q1	$208K	Buy	+1,410	New	+$206K	0.15%	97

Other funds holding KLAC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Cogent Private Wealth's KLAC Position: Q2 2026 in Review

Cogent Private Wealth increased its KLA (KLAC) stake by 1.6% in Q2 2026, buying an estimated $4.37K and bringing the position to 1,432 shares worth $432K. The position accounts for 0.27% of the portfolio, ranked #75.

Cogent Private Wealth first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 2,479 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Cogent Private Wealth held 1,432 shares of KLA worth $432K as of Q2 2026.
Cogent Private Wealth bought 22 KLA shares in Q2 2026, an estimated $4.37K.
KLA made up 0.27% of Cogent Private Wealth's portfolio in Q2 2026, its #75 holding.
Cogent Private Wealth first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
2,479 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.