EGWAG
KLAC icon

Elwood & Goetz Wealth Advisory Group’s KLA KLAC Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$468K Sell
1,552
-908
-37% -$180K 0.07% 90
2026
Q1 		$363K Buy
+2,460
New +$360K 0.06% 89

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

Elwood & Goetz Wealth Advisory Group's KLAC Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its KLA (KLAC) stake by 37% in Q2 2026, selling an estimated $180K and leaving 1,552 shares worth $468K. The position accounts for 0.07% of the portfolio, ranked #90.

Elwood & Goetz Wealth Advisory Group first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,552 shares of KLA worth $468K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 908 KLA shares in Q2 2026, an estimated $180K.
  • KLA made up 0.07% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #90 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.