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Crestmont Private Wealth’s KLA KLAC Stock Holding History

Crestmont 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 		$341K Sell
1,130
-730
-39% -$145K 0.1% 77
2026
Q1 		$274K Hold
1,860
– – 0.09% 88
2025
Q4 		$226K Hold
1,860
– – 0.07% 82
2025
Q3 		$201K Buy
+1,860
New +$174K 0.07% 92
2024
Q3 		– Sell
-2,500
Closed -$206K – 120
2024
Q2 		$206K Buy
+2,500
New +$185K 0.1% 79

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

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

Crestmont Private Wealth reduced its KLA (KLAC) stake by 39% in Q2 2026, selling an estimated $145K and leaving 1,130 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #77.

Crestmont Private Wealth first reported a position in KLAC in Q2 2024 and has held it in 5 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Crestmont Private Wealth held 1,130 shares of KLA worth $341K as of Q2 2026.
  • Crestmont Private Wealth sold 730 KLA shares in Q2 2026, an estimated $145K.
  • KLA made up 0.1% of Crestmont Private Wealth's portfolio in Q2 2026, its #77 holding.
  • Crestmont Private Wealth first reported a position in KLA in Q2 2024 and has held it in 5 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.