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EP Wealth Advisors’s KLA KLAC Stock Holding History

EP Wealth Advisors’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 		$22.6M Buy
74,937
+3,217
+4% +$639K 0.09% 163
2026
Q1 		$10.6M Sell
71,720
-1,790
-2% -$262K 0.05% 211
2025
Q4 		$8.93M Buy
+73,510
New +$8.62M 0.05% 212
2025
Q2 		$6.87M Buy
76,660
+1,930
+3% +$145K 0.05% 228
2025
Q1 		$5.08M Buy
74,730
+670
+0.9% +$48.3K 0.04% 220
2024
Q4 		$4.67M Sell
74,060
-390
-0.5% -$26.4K 0.04% 229
2024
Q3 		$5.77M Buy
74,450
+2,730
+4% +$214K 0.05% 205
2024
Q2 		$5.91M Buy
71,720
+580
+0.8% +$42.8K 0.06% 169
2024
Q1 		$4.97M Sell
71,140
-1,360
-2% -$87.3K 0.06% 172
2023
Q4 		$4.21M Sell
72,500
-2,790
-4% -$145K 0.05% 182
2023
Q3 		$3.45M Sell
75,290
-71,090
-49% -$3.41M 0.05% 185
2023
Q2 		$3.77M Buy
146,380
+106,230
+265% +$4.44M 0.05% 177
2023
Q1 		$211K Sell
40,150
-39,810
-50% -$1.57M ﹤0.01% 563
2022
Q4 		$3.01M Buy
+79,960
New +$2.79M 0.05% 178
2022
Q3 		– Sell
-85,230
Closed -$2.72M – 493
2022
Q2 		$2.72M Buy
85,230
+30
+0% +$1.01K 0.06% 166
2022
Q1 		$3.12M Sell
85,200
-2,720
-3% -$102K 0.07% 156
2021
Q4 		$3.78M Sell
87,920
-6,590
-7% -$254K 0.09% 128
2021
Q3 		$3.16M Sell
94,510
-51,610
-35% -$1.72M 0.09% 128
2021
Q2 		$4.74M Sell
146,120
-28,750
-16% -$921K 0.13% 105
2021
Q1 		$5.78M Buy
+174,870
New +$5.27M 0.18% 86

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

EP Wealth Advisors's KLAC Position: Q2 2026 in Review

EP Wealth Advisors increased its KLA (KLAC) stake by 4.5% in Q2 2026, buying an estimated $639K and bringing the position to 74,937 shares worth $22.6M. The position accounts for 0.09% of the portfolio, ranked #163.

EP Wealth Advisors first reported a position in KLAC in Q1 2021 and has held it in 20 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • EP Wealth Advisors held 74,937 shares of KLA worth $22.6M as of Q2 2026.
  • EP Wealth Advisors bought 3,217 KLA shares in Q2 2026, an estimated $639K.
  • KLA made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • EP Wealth Advisors first reported a position in KLA in Q1 2021 and has held it in 20 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.