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Garrett Wealth Advisory Group’s KLA KLAC Stock Holding History

Garrett Wealth Advisory 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 		$944K Sell
3,130
-10
-0.3% -$1.99K 0.15% 55
2026
Q1 		$462K Buy
3,140
+840
+37% +$123K 0.08% 79
2025
Q4 		$279K Hold
2,300
– – 0.05% 94
2025
Q3 		$248K Hold
2,300
– – 0.05% 101
2025
Q2 		$206K Buy
+2,300
New +$173K 0.04% 110

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

Garrett Wealth Advisory Group's KLAC Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its KLA (KLAC) stake by 0.32% in Q2 2026, selling an estimated $1.99K and leaving 3,130 shares worth $944K. The position accounts for 0.15% of the portfolio, ranked #55.

Garrett Wealth Advisory Group first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Garrett Wealth Advisory Group held 3,130 shares of KLA worth $944K as of Q2 2026.
  • Garrett Wealth Advisory Group sold 10 KLA shares in Q2 2026, an estimated $1.99K.
  • KLA made up 0.15% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #55 holding.
  • Garrett Wealth Advisory Group first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.