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Copley Financial Group’s KLA KLAC Stock Holding History

Copley Financial Group’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 		$390K Sell
1,291
-879
-41% -$174K 0.24% 57
2026
Q1 		$320K Sell
2,170
-300
-12% -$43.9K 0.19% 91
2025
Q4 		$300K Buy
+2,470
New +$290K 0.19% 92
2024
Q4 		– Sell
-150
Closed -$11.6K – 155
2024
Q3 		$11.6K Buy
+150
New +$11.8K 0.01% 134

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

Copley Financial Group's KLAC Position: Q2 2026 in Review

Copley Financial Group reduced its KLA (KLAC) stake by 41% in Q2 2026, selling an estimated $174K and leaving 1,291 shares worth $390K. The position accounts for 0.24% of the portfolio, ranked #57.

Copley Financial Group first reported a position in KLAC in Q3 2024 and has held it in 4 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Copley Financial Group held 1,291 shares of KLA worth $390K as of Q2 2026.
  • Copley Financial Group sold 879 KLA shares in Q2 2026, an estimated $174K.
  • KLA made up 0.24% of Copley Financial Group's portfolio in Q2 2026, its #57 holding.
  • Copley Financial Group first reported a position in KLA in Q3 2024 and has held it in 4 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.