Costello Asset Management’s KLA KLAC Stock Holding History

Costello Asset Management’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	$3.97M	Buy	13,160 +11,160	+558%	+$2.22M	1.19%	21
2026 Q1	$294K	Sell	2,000 -2,000	-50%	-$293K	0.1%	87
2025 Q4	$486K	Hold	4,000	–	–	0.16%	69
2025 Q3	$431K	Sell	4,000 -2,000	-33%	-$187K	0.14%	73
2025 Q2	$537K	Hold	6,000	–	–	0.2%	60
2025 Q1	$408K	Buy	+6,000	New	+$432K	0.17%	67

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

Costello Asset Management's KLAC Position: Q2 2026 in Review

Costello Asset Management increased its KLA (KLAC) stake by 558% in Q2 2026, buying an estimated $2.22M and bringing the position to 13,160 shares worth $3.97M. The position accounts for 1.19% of the portfolio, ranked #21.

Costello Asset Management first reported a position in KLAC in Q1 2025 and has held it in 6 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Costello Asset Management held 13,160 shares of KLA worth $3.97M as of Q2 2026.
Costello Asset Management bought 11,160 KLA shares in Q2 2026, an estimated $2.22M.
KLA made up 1.19% of Costello Asset Management's portfolio in Q2 2026, its #21 holding.
Costello Asset Management first reported a position in KLA in Q1 2025 and has held it in 6 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.