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Concord Wealth Partners’s KLA KLAC Stock Holding History

Concord Wealth Partners’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 		$3.77M Sell
12,502
-1,278
-9% -$254K 0.43% 56
2026
Q1 		$2.03M Sell
13,780
-3,060
-18% -$448K 0.26% 89
2025
Q4 		$2.05M Buy
16,840
+370
+2% +$43.4K 0.27% 87
2025
Q3 		$1.78M Buy
16,470
+470
+3% +$43.8K 0.25% 95
2025
Q2 		$1.43M Sell
16,000
-590
-4% -$44.4K 0.21% 106
2025
Q1 		$1.13M Sell
16,590
-2,890
-15% -$208K 0.19% 109
2024
Q4 		$1.23M Buy
19,480
+6,030
+45% +$408K 0.2% 92
2024
Q3 		$1.04M Buy
13,450
+850
+7% +$66.7K 0.17% 95
2024
Q2 		$1.04M Buy
12,600
+1,320
+12% +$97.5K 0.18% 99
2024
Q1 		$788K Buy
11,280
+3,600
+47% +$231K 0.14% 112
2023
Q4 		$446K Buy
7,680
+2,840
+59% +$148K 0.09% 137
2023
Q3 		$222K Sell
4,840
-100
-2% -$4.8K 0.05% 189
2023
Q2 		$240K Buy
4,940
+2,460
+99% +$103K 0.05% 180
2023
Q1 		$99K Buy
2,480
+550
+28% +$21.7K 0.03% 252
2022
Q4 		$72.8K Buy
+1,930
New +$67.3K 0.02% 301
2022
Q3 		– Sell
-2,910
Closed -$93K – 678
2022
Q2 		$93K Sell
2,910
-660
-18% -$22.2K 0.03% 270
2022
Q1 		$131K Buy
3,570
+500
+16% +$18.7K 0.03% 255
2021
Q4 		$132K Buy
3,070
+1,450
+90% +$56K 0.03% 261
2021
Q3 		$54K Sell
1,620
-1,000
-38% -$33.4K 0.02% 203
2021
Q2 		$85K Sell
2,620
-330
-11% -$10.6K 0.02% 263
2021
Q1 		$97K Buy
2,950
+2,830
+2,358% +$85.3K 0.03% 223
2020
Q4 		$3K Buy
+120
New +$2.8K ﹤0.01% 472

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

Concord Wealth Partners's KLAC Position: Q2 2026 in Review

Concord Wealth Partners reduced its KLA (KLAC) stake by 9.3% in Q2 2026, selling an estimated $254K and leaving 12,502 shares worth $3.77M. The position accounts for 0.43% of the portfolio, ranked #56.

Concord Wealth Partners first reported a position in KLAC in Q4 2020 and has held it in 22 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Concord Wealth Partners held 12,502 shares of KLA worth $3.77M as of Q2 2026.
  • Concord Wealth Partners sold 1,278 KLA shares in Q2 2026, an estimated $254K.
  • KLA made up 0.43% of Concord Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Concord Wealth Partners first reported a position in KLA in Q4 2020 and has held it in 22 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.