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Dynamic Wealth Strategies’s KLA KLAC Stock Holding History

Dynamic Wealth Strategies’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 		$364K Sell
1,205
-655
-35% -$130K 0.19% 53
2026
Q1 		$274K Sell
1,860
-80
-4% -$11.7K 0.16% 65
2025
Q4 		$236K Sell
1,940
-350
-15% -$41.1K 0.14% 71
2025
Q3 		$247K Sell
2,290
-300
-12% -$28K 0.17% 64
2025
Q2 		$232K Sell
2,590
-240
-8% -$18.1K 0.17% 60
2025
Q1 		$192K Buy
+2,830
New +$204K 0.16% 69
2024
Q4 		– Sell
-2,960
Closed -$229K – 157
2024
Q3 		$229K Buy
2,960
+10
+0.3% +$785 0.19% 61
2024
Q2 		$243K Hold
2,950
– – 0.21% 58
2024
Q1 		$206K Sell
2,950
-20
-0.7% -$1.28K 0.18% 60
2023
Q4 		$173K Buy
+2,970
New +$155K 0.16% 66

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

Dynamic Wealth Strategies's KLAC Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its KLA (KLAC) stake by 35% in Q2 2026, selling an estimated $130K and leaving 1,205 shares worth $364K. The position accounts for 0.19% of the portfolio, ranked #53.

Dynamic Wealth Strategies first reported a position in KLAC in Q4 2023 and has held it in 10 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Dynamic Wealth Strategies held 1,205 shares of KLA worth $364K as of Q2 2026.
  • Dynamic Wealth Strategies sold 655 KLA shares in Q2 2026, an estimated $130K.
  • KLA made up 0.19% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #53 holding.
  • Dynamic Wealth Strategies first reported a position in KLA in Q4 2023 and has held it in 10 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.