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CreativeOne Wealth’s KLA KLAC Stock Holding History

CreativeOne 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 		$5.4M Buy
17,914
+4,014
+29% +$797K 0.12% 158
2026
Q1 		$2.05M Sell
13,900
-4,470
-24% -$654K 0.05% 355
2025
Q4 		$2.23M Sell
18,370
-1,110
-6% -$130K 0.05% 316
2025
Q3 		$2.1M Sell
19,480
-6,340
-25% -$591K 0.05% 328
2025
Q2 		$2.31M Buy
25,820
+1,890
+8% +$142K 0.06% 306
2025
Q1 		$1.63M Sell
23,930
-2,010
-8% -$145K 0.05% 347
2024
Q4 		$1.63M Sell
25,940
-1,160
-4% -$78.4K 0.05% 332
2024
Q3 		$2.1M Buy
27,100
+8,440
+45% +$662K 0.07% 254
2024
Q2 		$1.54M Sell
18,660
-6,540
-26% -$483K 0.08% 232
2024
Q1 		$1.76M Buy
25,200
+13,740
+120% +$882K 0.07% 252
2023
Q4 		$667K Buy
+11,460
New +$596K 0.04% 314
2023
Q3 		– Sell
-8,420
Closed -$408K – 715
2023
Q2 		$408K Buy
8,420
+980
+13% +$40.9K 0.02% 552
2023
Q1 		$297K Sell
7,440
-580
-7% -$22.9K 0.01% 642
2022
Q4 		$302K Buy
+8,020
New +$280K 0.02% 568
2022
Q2 		– Sell
-11,950
Closed -$437K – 764
2022
Q1 		$437K Buy
11,950
+320
+3% +$12K 0.02% 464
2021
Q4 		$500K Buy
11,630
+2,950
+34% +$114K 0.02% 454
2021
Q3 		$290K Buy
8,680
+2,220
+34% +$74.1K 0.02% 564
2021
Q2 		$209K Buy
+6,460
New +$207K 0.01% 638

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

CreativeOne Wealth's KLAC Position: Q2 2026 in Review

CreativeOne Wealth increased its KLA (KLAC) stake by 29% in Q2 2026, buying an estimated $797K and bringing the position to 17,914 shares worth $5.4M. The position accounts for 0.12% of the portfolio, ranked #158.

CreativeOne Wealth first reported a position in KLAC in Q2 2021 and has held it in 18 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • CreativeOne Wealth held 17,914 shares of KLA worth $5.4M as of Q2 2026.
  • CreativeOne Wealth bought 4,014 KLA shares in Q2 2026, an estimated $797K.
  • KLA made up 0.12% of CreativeOne Wealth's portfolio in Q2 2026, its #158 holding.
  • CreativeOne Wealth first reported a position in KLA in Q2 2021 and has held it in 18 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.