Corient Private Wealth
KLAC icon

Corient Private Wealth’s KLA KLAC Stock Holding History

Corient Private Wealth’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 		$98.5M Sell
326,349
-83,591
-20% -$16.6M 0.14% 146
2026
Q1 		$59.7M Buy
409,940
+37,890
+10% +$5.54M 0.09% 213
2025
Q4 		$45.2M Buy
372,050
+57,740
+18% +$6.77M 0.06% 258
2025
Q3 		$33.9M Sell
314,310
-9,550
-3% -$891K 0.05% 294
2025
Q2 		$29M Sell
323,860
-3,200
-1% -$241K 0.04% 322
2025
Q1 		$22.2M Buy
327,060
+11,320
+4% +$815K 0.04% 371
2024
Q4 		$19.9M Sell
315,740
-44,390
-12% -$3M 0.03% 396
2024
Q3 		$27.9M Buy
360,130
+29,360
+9% +$2.3M 0.04% 359
2024
Q2 		$27.3M Sell
330,770
-29,880
-8% -$2.21M 0.05% 327
2024
Q1 		$25.2M Sell
360,650
-39,830
-10% -$2.56M 0.04% 345
2023
Q4 		$23.3M Buy
400,480
+33,470
+9% +$1.74M 0.04% 355
2023
Q3 		$16.8M Buy
367,010
+6,930
+2% +$332K 0.04% 381
2023
Q2 		$17.5M Sell
360,080
-51,230
-12% -$2.14M 0.04% 373
2023
Q1 		$16.4M Buy
411,310
+69,180
+20% +$2.73M 0.04% 350
2022
Q4 		$12.9M Buy
+342,130
New +$11.9M 0.05% 330

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

Corient Private Wealth's KLAC Position: Q2 2026 in Review

Corient Private Wealth reduced its KLA (KLAC) stake by 20% in Q2 2026, selling an estimated $16.6M and leaving 326,349 shares worth $98.5M. The position accounts for 0.14% of the portfolio, ranked #146.

Corient Private Wealth first reported a position in KLAC in Q4 2022 and has held it in 15 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Corient Private Wealth held 326,349 shares of KLA worth $98.5M as of Q2 2026.
  • Corient Private Wealth sold 83,591 KLA shares in Q2 2026, an estimated $16.6M.
  • KLA made up 0.14% of Corient Private Wealth's portfolio in Q2 2026, its #146 holding.
  • Corient Private Wealth first reported a position in KLA in Q4 2022 and has held it in 15 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.