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GeoWealth Management’s KLA KLAC Stock Holding History

GeoWealth 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 		$1.01M Buy
3,342
+482
+17% +$95.7K 0.03% 323
2026
Q1 		$422K Sell
2,860
-710
-20% -$104K 0.02% 503
2025
Q4 		$434K Sell
3,570
-140
-4% -$16.4K 0.02% 481
2025
Q3 		$400K Hold
3,710
– – 0.01% 494
2025
Q2 		$332K Buy
3,710
+70
+2% +$5.27K 0.01% 524
2025
Q1 		$247K Sell
3,640
-3,460
-49% -$249K 0.01% 602
2024
Q4 		$447K Sell
7,100
-1,720
-20% -$116K 0.01% 496
2024
Q3 		$683K Sell
8,820
-1,090
-11% -$85.5K 0.02% 399
2024
Q2 		$817K Sell
9,910
-24,310
-71% -$1.8M 0.04% 310
2024
Q1 		$2.39M Buy
34,220
+26,490
+343% +$1.7M 0.09% 156
2023
Q4 		$449K Buy
7,730
+5,670
+275% +$295K 0.04% 350
2023
Q3 		$95K Buy
2,060
+380
+23% +$18.2K 0.01% 335
2023
Q2 		$82K Buy
1,680
+240
+17% +$10K 0.01% 299
2023
Q1 		$57K Buy
+1,440
New +$56.8K 0.01% 283

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

GeoWealth Management's KLAC Position: Q2 2026 in Review

GeoWealth Management increased its KLA (KLAC) stake by 17% in Q2 2026, buying an estimated $95.7K and bringing the position to 3,342 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #323.

GeoWealth Management first reported a position in KLAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.39M in Q1 2024. 2,489 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • GeoWealth Management held 3,342 shares of KLA worth $1.01M as of Q2 2026.
  • GeoWealth Management bought 482 KLA shares in Q2 2026, an estimated $95.7K.
  • KLA made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #323 holding.
  • GeoWealth Management first reported a position in KLA in Q1 2023 and has held it in 14 quarters since.
  • GeoWealth Management's KLA position peaked at $2.39M in Q1 2024.
  • 2,489 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.