Confluence Wealth Services’s KLA KLAC Stock Holding History

Confluence Wealth Services’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	$7.17M	Buy	23,772 +2,212	+10%	+$439K	0.21%	62
2026 Q1	$3.17M	Hold	21,560	–	–	0.12%	82
2025 Q4	$2.62M	Sell	21,560 -280	-1%	-$32.8K	0.11%	88
2025 Q3	$2.36M	Sell	21,840 -80	-0.4%	-$7.46K	0.12%	90
2025 Q2	$1.96M	Sell	21,920 -590	-3%	-$44.4K	0.11%	96
2025 Q1	$1.48M	Buy	+22,510	New	+$1.62M	0.09%	108
2024 Q2	–	Sell	-2,990	Closed	-$209K	–	367
2024 Q1	$209K	Buy	+2,990	New	+$192K	0.02%	325
2022 Q1	–	Sell	-3,570	Closed	-$153K	–	725
2021 Q4	$153K	Buy	+3,570	New	+$138K	0.05%	256

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

Confluence Wealth Services's KLAC Position: Q2 2026 in Review

Confluence Wealth Services increased its KLA (KLAC) stake by 10% in Q2 2026, buying an estimated $439K and bringing the position to 23,772 shares worth $7.17M. The position accounts for 0.21% of the portfolio, ranked #62.

Confluence Wealth Services first reported a position in KLAC in Q4 2021 and has held it in 8 quarters since. 2,479 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Confluence Wealth Services held 23,772 shares of KLA worth $7.17M as of Q2 2026.
Confluence Wealth Services bought 2,212 KLA shares in Q2 2026, an estimated $439K.
KLA made up 0.21% of Confluence Wealth Services's portfolio in Q2 2026, its #62 holding.
Confluence Wealth Services first reported a position in KLA in Q4 2021 and has held it in 8 quarters since.
2,479 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.