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Ethos Financial Group’s KLA KLAC Stock Holding History

Ethos Financial 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 		$751K Sell
4,411
-2,649
-38% -$526K 0.05% 273
2026
Q1 		$1.04M Buy
7,060
+300
+4% +$43.9K 0.08% 195
2025
Q4 		$821K Sell
6,760
-6,120
-48% -$718K 0.06% 225
2025
Q3 		$1.39M Buy
12,880
+7,010
+119% +$654K 0.11% 150
2025
Q2 		$526K Buy
5,870
+1,350
+30% +$102K 0.05% 254
2025
Q1 		$287K Hold
4,520
– – 0.03% 325
2024
Q4 		$287K Sell
4,520
-320
-7% -$21.6K 0.04% 227
2024
Q3 		$375K Sell
4,840
-2,410
-33% -$189K 0.06% 166
2024
Q2 		$598K Sell
7,250
-4,910
-40% -$363K 0.11% 118
2024
Q1 		$850K Buy
12,160
+2,850
+31% +$183K 0.16% 92
2023
Q4 		$542K Buy
+9,310
New +$485K 0.12% 136

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

Ethos Financial Group's KLAC Position: Q2 2026 in Review

Ethos Financial Group reduced its KLA (KLAC) stake by 38% in Q2 2026, selling an estimated $526K and leaving 4,411 shares worth $751K. The position accounts for 0.05% of the portfolio, ranked #273.

Ethos Financial Group first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q3 2025. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Ethos Financial Group held 4,411 shares of KLA worth $751K as of Q2 2026.
  • Ethos Financial Group sold 2,649 KLA shares in Q2 2026, an estimated $526K.
  • KLA made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #273 holding.
  • Ethos Financial Group first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
  • Ethos Financial Group's KLA position peaked at $1.39M in Q3 2025.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.