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Dynasty Wealth Management’s KLA KLAC Stock Holding History

Dynasty 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 		$5.03M Sell
16,673
-1,167
-7% -$232K 0.04% 84
2026
Q1 		$2.63M Sell
17,840
-160
-0.9% -$23.4K 0.02% 108
2025
Q4 		$2.19M Buy
18,000
+960
+6% +$113K 0.02% 123
2025
Q3 		$1.84M Buy
17,040
+1,200
+8% +$112K 0.02% 125
2025
Q2 		$1.42M Sell
15,840
-5,470
-26% -$412K 0.02% 112
2025
Q1 		$1.45M Sell
21,310
-840
-4% -$60.5K 0.02% 120
2024
Q4 		$1.4M Buy
22,150
+940
+4% +$63.5K 0.02% 122
2024
Q3 		$1.64M Sell
21,210
-840
-4% -$65.9K 0.05% 83
2024
Q2 		$1.82M Sell
22,050
-210
-0.9% -$15.5K 0.05% 85
2024
Q1 		$1.56M Buy
+22,260
New +$1.43M 0.05% 82

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

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

Dynasty Wealth Management reduced its KLA (KLAC) stake by 6.5% in Q2 2026, selling an estimated $232K and leaving 16,673 shares worth $5.03M. The position accounts for 0.04% of the portfolio, ranked #84.

Dynasty Wealth Management first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. 2,478 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Dynasty Wealth Management held 16,673 shares of KLA worth $5.03M as of Q2 2026.
  • Dynasty Wealth Management sold 1,167 KLA shares in Q2 2026, an estimated $232K.
  • KLA made up 0.04% of Dynasty Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Dynasty Wealth Management first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
  • 2,478 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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