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Forvis Mazars Wealth Advisors’s KLA KLAC Stock Holding History

Forvis Mazars 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 		$20.1M Sell
66,597
-4,913
-7% -$975K 0.34% 40
2026
Q1 		$10.5M Sell
71,510
-3,490
-5% -$511K 0.2% 58
2025
Q4 		$9.11M Sell
75,000
-5,910
-7% -$693K 0.17% 66
2025
Q3 		$8.73M Sell
80,910
-2,980
-4% -$278K 0.17% 64
2025
Q2 		$7.51M Sell
83,890
-1,100
-1% -$82.8K 0.16% 70
2025
Q1 		$5.78M Buy
84,990
+5,380
+7% +$388K 0.14% 78
2024
Q4 		$5.02M Sell
79,610
-1,970
-2% -$133K 0.12% 89
2024
Q3 		$6.32M Sell
81,580
-1,850
-2% -$145K 0.15% 81
2024
Q2 		$6.88M Buy
83,430
+2,860
+4% +$211K 0.17% 75
2024
Q1 		$5.63M Sell
80,570
-3,660
-4% -$235K 0.14% 82
2023
Q4 		$4.9M Sell
84,230
-2,940
-3% -$153K 0.14% 85
2023
Q3 		$4M Sell
87,170
-56,610
-39% -$2.72M 0.12% 97
2023
Q2 		$6.97M Buy
143,780
+46,060
+47% +$1.92M 0.2% 76
2023
Q1 		$3.9M Sell
97,720
-1,390
-1% -$54.8K 0.13% 100
2022
Q4 		$3.74M Buy
99,110
+1,130
+1% +$39.4K 0.13% 100
2022
Q3 		$2.96M Buy
97,980
+8,100
+9% +$281K 0.12% 106
2022
Q2 		$2.87M Buy
89,880
+7,060
+9% +$237K 0.12% 99
2022
Q1 		$3.03M Buy
82,820
+11,690
+16% +$437K 0.13% 86
2021
Q4 		$3.06M Buy
71,130
+1,310
+2% +$50.6K 0.13% 81
2021
Q3 		$2.34M Buy
69,820
+10
+0% +$334 0.11% 86
2021
Q2 		$2.26M Buy
69,810
+6,740
+11% +$216K 0.11% 87
2021
Q1 		$2.08M Sell
63,070
-3,380
-5% -$102K 0.1% 91
2020
Q4 		$1.72M Buy
66,450
+18,610
+39% +$434K 0.09% 108
2020
Q3 		$927K Buy
+47,840
New +$945K 0.05% 143

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

Forvis Mazars Wealth Advisors's KLAC Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its KLA (KLAC) stake by 6.9% in Q2 2026, selling an estimated $975K and leaving 66,597 shares worth $20.1M. The position accounts for 0.34% of the portfolio, ranked #40.

Forvis Mazars Wealth Advisors first reported a position in KLAC in Q3 2020 and has held it in 24 quarters since. 2,484 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 66,597 shares of KLA worth $20.1M as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 4,913 KLA shares in Q2 2026, an estimated $975K.
  • KLA made up 0.34% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Forvis Mazars Wealth Advisors first reported a position in KLA in Q3 2020 and has held it in 24 quarters since.
  • 2,484 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.