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Global Trust Wealth Management’s KLA KLAC Stock Holding History

Global Trust 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 		– Sell
-1,510
Closed -$222K – 79
2026
Q1 		$222K Sell
1,510
-1,800
-54% -$263K 0.17% 77
2025
Q4 		$402K Buy
+3,310
New +$388K 0.3% 59

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

Global Trust Wealth Management's KLAC Position: Q2 2026 in Review

Global Trust Wealth Management sold out of KLA (KLAC) in Q2 2026, closing a stake of 1,510 shares — an estimated $222K sold.

Global Trust Wealth Management first reported a position in KLAC in Q4 2025 and held it in 2 quarters. The position peaked at $402K in Q4 2025. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Global Trust Wealth Management reported no remaining KLA position as of Q2 2026 after selling out during the quarter.
  • Global Trust Wealth Management sold 1,510 KLA shares in Q2 2026, an estimated $222K.
  • Global Trust Wealth Management first reported a position in KLA in Q4 2025 and held it in 2 quarters.
  • Global Trust Wealth Management's KLA position peaked at $402K in Q4 2025.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Global Trust Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.