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Cyndeo Wealth Partners’s KLA KLAC Stock Holding History

Cyndeo Wealth Partners’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 		$274K Buy
+909
New +$180K 0.01% 449
2025
Q4 		– Sell
-19,180
Closed -$2.07M – 497
2025
Q3 		$2.07M Buy
19,180
+180
+0.9% +$16.8K 0.12% 164
2025
Q2 		$1.7M Buy
+19,000
New +$1.43M 0.1% 176
2024
Q4 		– Sell
-6,780
Closed -$525K – 455
2024
Q3 		$525K Buy
6,780
+540
+9% +$42.4K 0.04% 290
2024
Q2 		$514K Buy
+6,240
New +$461K 0.04% 275

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

Cyndeo Wealth Partners's KLAC Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in KLA (KLAC) in Q2 2026: 909 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in KLAC as recently as Q3 2025.

Cyndeo Wealth Partners first reported a position in KLAC in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.07M in Q3 2025. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Cyndeo Wealth Partners held 909 shares of KLA worth $274K as of Q2 2026.
  • KLA was a new Cyndeo Wealth Partners position in Q2 2026.
  • KLA made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #449 holding.
  • Cyndeo Wealth Partners first reported a position in KLA in Q2 2024 and has held it in 5 quarters since.
  • Cyndeo Wealth Partners's KLA position peaked at $2.07M in Q3 2025.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.