Focused Wealth Management’s KLA KLAC Stock Holding History

Focused Wealth Management’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	$318K	Buy	+1,055	New	+$209K	0.03%	175
2024 Q1	–	Sell	-220	Closed	-$12.8K	–	595
2023 Q4	$12.8K	Hold	220	–	–	﹤0.01%	505
2023 Q3	$10.1K	Hold	220	–	–	﹤0.01%	522
2023 Q2	$10.7K	Hold	220	–	–	﹤0.01%	533
2023 Q1	$8.78K	Hold	220	–	–	﹤0.01%	562
2022 Q4	$8.29K	Hold	220	–	–	﹤0.01%	557
2022 Q3	$7K	Hold	220	–	–	﹤0.01%	559
2022 Q2	$7K	Hold	220	–	–	﹤0.01%	555
2022 Q1	$8K	Hold	220	–	–	﹤0.01%	585
2021 Q4	$9K	Hold	220	–	–	﹤0.01%	605
2021 Q3	$7K	Hold	220	–	–	﹤0.01%	659
2021 Q2	$7K	Hold	220	–	–	﹤0.01%	661
2021 Q1	$7K	Hold	220	–	–	﹤0.01%	661
2020 Q4	$6K	Hold	220	–	–	﹤0.01%	631
2020 Q3	$4K	Hold	220	–	–	﹤0.01%	633
2020 Q2	$4K	Buy	+220	New	+$3.76K	﹤0.01%	611

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Focused Wealth Management's KLAC Position: Q2 2026 in Review

Focused Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 1,055 shares worth $318K. The stake represents 0.03% of the portfolio and ranks #175 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in KLAC as recently as Q4 2023.

Focused Wealth Management first reported a position in KLAC in Q2 2020 and has held it in 16 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Focused Wealth Management held 1,055 shares of KLA worth $318K as of Q2 2026.
KLA was a new Focused Wealth Management position in Q2 2026.
KLA made up 0.03% of Focused Wealth Management's portfolio in Q2 2026, its #175 holding.
Focused Wealth Management first reported a position in KLA in Q2 2020 and has held it in 16 quarters since.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.