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Flagship Wealth Advisors’s KLA KLAC Stock Holding History

Flagship 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 		$501K Hold
1,660
– – 0.11% 95
2026
Q1 		$149K Hold
1,660
– – 0.06% 123
2025
Q4 		$202K Hold
1,660
– – 0.06% 125
2025
Q3 		$179K Hold
1,660
– – 0.06% 128
2025
Q2 		$149K Hold
1,660
– – 0.06% 133
2025
Q1 		$113K Hold
1,660
– – 0.05% 143
2024
Q4 		$105K Buy
+1,660
New +$112K 0.06% 132

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

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

Flagship Wealth Advisors held its KLA (KLAC) position steady in Q2 2026 at 1,660 shares worth $501K. The position accounts for 0.11% of the portfolio, ranked #95.

Flagship Wealth Advisors first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Flagship Wealth Advisors held 1,660 shares of KLA worth $501K as of Q2 2026.
  • Flagship Wealth Advisors left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.11% of Flagship Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • Flagship Wealth Advisors first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.