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Conscious Wealth Investments’s KLA KLAC Stock Holding History

Conscious Wealth Investments’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 		$6.7M Sell
30,815
-95
-0.3% -$18.9K 3.45% 7
2026
Q1 		$5.4M Sell
30,910
-5,300
-15% -$775K 3.01% 9
2025
Q4 		$4.82M Sell
36,210
-13,550
-27% -$1.59M 2.89% 9
2025
Q3 		$6.01M Sell
49,760
-820
-2% -$76.5K 3.57% 6
2025
Q2 		$4.63M Sell
50,580
-200
-0.4% -$15K 2.96% 9
2025
Q1 		$3.56M Buy
+50,780
New +$3.66M 2.47% 17
2024
Q4 		– Sell
-46,440
Closed -$3.09M – 50
2024
Q3 		$3.09M Sell
46,440
-180
-0.4% -$14.1K 2.12% 24
2024
Q2 		$3.77M Sell
46,620
-170
-0.4% -$12.6K 2.71% 7
2024
Q1 		$3.24M Buy
46,790
+60
+0.1% +$3.85K 2.47% 13
2023
Q4 		$3M Buy
+46,730
New +$2.43M 2.39% 9

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

Conscious Wealth Investments's KLAC Position: Q2 2026 in Review

Conscious Wealth Investments reduced its KLA (KLAC) stake by 0.31% in Q2 2026, selling an estimated $18.9K and leaving 30,815 shares worth $6.7M. The position accounts for 3.45% of the portfolio, ranked #7.

Conscious Wealth Investments first reported a position in KLAC in Q4 2023 and has held it in 10 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Conscious Wealth Investments held 30,815 shares of KLA worth $6.7M as of Q2 2026.
  • Conscious Wealth Investments sold 95 KLA shares in Q2 2026, an estimated $18.9K.
  • KLA made up 3.45% of Conscious Wealth Investments's portfolio in Q2 2026, its #7 holding.
  • Conscious Wealth Investments first reported a position in KLA in Q4 2023 and has held it in 10 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.