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Defined Wealth Management’s KLA KLAC Stock Holding History

Defined 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 		$230K Buy
+763
New +$151K 0.12% 111
2021
Q1 		– Sell
-270
Closed -$7K – 149
2020
Q4 		$7K Buy
+270
New +$6.29K 0.01% 180

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 $3.38T AUM 44.17% 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

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

Defined Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 763 shares worth $230K. The stake represents 0.12% of the portfolio and ranks #111 among its holdings. This is a return to the name: Defined Wealth Management previously reported a position in KLAC as recently as Q4 2020.

Defined Wealth Management first reported a position in KLAC in Q4 2020 and has held it in 2 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Defined Wealth Management held 763 shares of KLA worth $230K as of Q2 2026.
  • KLA was a new Defined Wealth Management position in Q2 2026.
  • KLA made up 0.12% of Defined Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Defined Wealth Management first reported a position in KLA in Q4 2020 and has held it in 2 quarters since.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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