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Dakota Wealth Management’s KLA KLAC Stock Holding History

Dakota Wealth 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 		$153M Sell
507,578
-118,412
-19% -$23.5M 2.92% 3
2026
Q1 		$92.2M Sell
625,990
-8,047,270
-93% -$1.18B 1.99% 5
2025
Q4 		$1.05B Sell
8,673,260
-57,660
-0.7% -$6.76M 18.7% 1
2025
Q3 		$942M Sell
8,730,920
-10,950
-0.1% -$1.02M 18.98% 1
2025
Q2 		$783M Sell
8,741,870
-38,300
-0.4% -$2.88M 16.49% 1
2025
Q1 		$597M Sell
8,780,170
-181,600
-2% -$13.1M 13.96% 1
2024
Q4 		$565M Sell
8,961,770
-13,780
-0.2% -$931K 12.99% 1
2024
Q3 		$695M Buy
8,975,550
+5,750
+0.1% +$451K 15.71% 1
2024
Q2 		$740M Sell
8,969,800
-11,400
-0.1% -$842K 17.38% 1
2024
Q1 		$627M Buy
+8,981,200
New +$577M 15.58% 1

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

Dakota Wealth Management's KLAC Position: Q2 2026 in Review

Dakota Wealth Management reduced its KLA (KLAC) stake by 19% in Q2 2026, selling an estimated $23.5M and leaving 507,578 shares worth $153M. The position accounts for 2.92% of the portfolio, ranked #3.

Dakota Wealth Management first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05B in Q4 2025. 2,484 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Dakota Wealth Management held 507,578 shares of KLA worth $153M as of Q2 2026.
  • Dakota Wealth Management sold 118,412 KLA shares in Q2 2026, an estimated $23.5M.
  • KLA made up 2.92% of Dakota Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Dakota Wealth Management first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
  • Dakota Wealth Management's KLA position peaked at $1.05B in Q4 2025.
  • 2,484 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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