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Colton Groome Financial Advisors’s KLA KLAC Stock Holding History

Colton Groome Financial Advisors’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 		$6.19M Sell
20,503
-237
-1% -$47K 1.5% 13
2026
Q1 		$3.05M Sell
20,740
-6,330
-23% -$926K 0.87% 27
2025
Q4 		$3.29M Buy
27,070
+570
+2% +$66.9K 0.94% 26
2025
Q3 		$2.86M Sell
26,500
-1,280
-5% -$119K 0.88% 26
2025
Q2 		$2.49M Sell
27,780
-550
-2% -$41.4K 0.84% 27
2025
Q1 		$1.99M Sell
28,330
-1,450
-5% -$104K 0.77% 28
2024
Q4 		$1.88M Buy
29,780
+750
+3% +$50.7K 0.72% 32
2024
Q3 		$2.25M Buy
29,030
+1,850
+7% +$145K 0.84% 27
2024
Q2 		$2.24M Buy
27,180
+1,820
+7% +$134K 0.88% 26
2024
Q1 		$1.77M Buy
25,360
+900
+4% +$57.8K 0.71% 33
2023
Q4 		$1.42M Buy
24,460
+6,310
+35% +$328K 0.62% 36
2023
Q3 		$832K Buy
+18,150
New +$870K 0.42% 51

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

Colton Groome Financial Advisors's KLAC Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its KLA (KLAC) stake by 1.1% in Q2 2026, selling an estimated $47K and leaving 20,503 shares worth $6.19M. The position accounts for 1.5% of the portfolio, ranked #13.

Colton Groome Financial Advisors first reported a position in KLAC in Q3 2023 and has held it in 12 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Colton Groome Financial Advisors held 20,503 shares of KLA worth $6.19M as of Q2 2026.
  • Colton Groome Financial Advisors sold 237 KLA shares in Q2 2026, an estimated $47K.
  • KLA made up 1.5% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Colton Groome Financial Advisors first reported a position in KLA in Q3 2023 and has held it in 12 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.