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Evolve Private Wealth’s KLA KLAC Stock Holding History

Evolve Private Wealth’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 		$13.6M Sell
44,949
-2,981
-6% -$592K 0.83% 19
2026
Q1 		$7.06M Sell
47,930
-8,560
-15% -$1.25M 0.38% 40
2025
Q4 		$6.86M Buy
+56,490
New +$6.63M 0.41% 36

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

Evolve Private Wealth's KLAC Position: Q2 2026 in Review

Evolve Private Wealth reduced its KLA (KLAC) stake by 6.2% in Q2 2026, selling an estimated $592K and leaving 44,949 shares worth $13.6M. The position accounts for 0.83% of the portfolio, ranked #19.

Evolve Private Wealth first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Evolve Private Wealth held 44,949 shares of KLA worth $13.6M as of Q2 2026.
  • Evolve Private Wealth sold 2,981 KLA shares in Q2 2026, an estimated $592K.
  • KLA made up 0.83% of Evolve Private Wealth's portfolio in Q2 2026, its #19 holding.
  • Evolve Private Wealth first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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