DWM
KLAC icon

Destination Wealth Management’s KLA KLAC Stock Holding History

Destination 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 		$987K Buy
3,270
+100
+3% +$19.9K 0.02% 162
2026
Q1 		$467K Buy
3,170
+990
+45% +$145K 0.01% 214
2025
Q4 		$265K Buy
2,180
+110
+5% +$12.9K 0.01% 258
2025
Q3 		$223K Buy
+2,070
New +$193K 0.01% 250
2024
Q3 		– Sell
-2,830
Closed -$233K – 242
2024
Q2 		$233K Buy
+2,830
New +$209K 0.01% 187
2019
Q3 		– Sell
-300
Closed -$4K – 331
2019
Q2 		$4K Buy
+300
New +$3.47K ﹤0.01% 499

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

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

Destination Wealth Management increased its KLA (KLAC) stake by 3.2% in Q2 2026, buying an estimated $19.9K and bringing the position to 3,270 shares worth $987K. The position accounts for 0.02% of the portfolio, ranked #162.

Destination Wealth Management first reported a position in KLAC in Q2 2019 and has held it in 6 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Destination Wealth Management held 3,270 shares of KLA worth $987K as of Q2 2026.
  • Destination Wealth Management bought 100 KLA shares in Q2 2026, an estimated $19.9K.
  • KLA made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Destination Wealth Management first reported a position in KLA in Q2 2019 and has held it in 6 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.