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Cornerstone Wealth Group’s KLA KLAC Stock Holding History

Cornerstone Wealth 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 		$1.18M Buy
3,905
+525
+16% +$104K 0.07% 162
2026
Q1 		$603K Buy
3,380
+160
+5% +$23.4K 0.04% 212
2025
Q4 		$391K Buy
3,220
+160
+5% +$18.8K 0.03% 239
2025
Q3 		$330K Buy
3,060
+180
+6% +$16.8K 0.02% 252
2025
Q2 		$258K Buy
+2,880
New +$217K 0.02% 274

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

Cornerstone Wealth Group's KLAC Position: Q2 2026 in Review

Cornerstone Wealth Group increased its KLA (KLAC) stake by 16% in Q2 2026, buying an estimated $104K and bringing the position to 3,905 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #162.

Cornerstone Wealth Group first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Cornerstone Wealth Group held 3,905 shares of KLA worth $1.18M as of Q2 2026.
  • Cornerstone Wealth Group bought 525 KLA shares in Q2 2026, an estimated $104K.
  • KLA made up 0.07% of Cornerstone Wealth Group's portfolio in Q2 2026, its #162 holding.
  • Cornerstone Wealth Group first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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