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Golden State Wealth Management’s KLA KLAC Stock Holding History

Golden State 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 		$96.7K Buy
320
+200
+167% +$39.7K 0.01% 580
2026
Q1 		$17.7K Sell
120
-140
-54% -$20.5K ﹤0.01% 943
2025
Q4 		$31.6K Hold
260
– – ﹤0.01% 803
2025
Q3 		$28K Sell
260
-80
-24% -$7.46K ﹤0.01% 833
2025
Q2 		$30.5K Hold
340
– – ﹤0.01% 766
2025
Q1 		$23.1K Sell
340
-30
-8% -$2.16K ﹤0.01% 770
2024
Q4 		$23.3K Buy
+370
New +$25K ﹤0.01% 735

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

Golden State Wealth Management's KLAC Position: Q2 2026 in Review

Golden State Wealth Management increased its KLA (KLAC) stake by 167% in Q2 2026, buying an estimated $39.7K and bringing the position to 320 shares worth $96.7K. The position accounts for 0.01% of the portfolio, ranked #580.

Golden State Wealth Management first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Golden State Wealth Management held 320 shares of KLA worth $96.7K as of Q2 2026.
  • Golden State Wealth Management bought 200 KLA shares in Q2 2026, an estimated $39.7K.
  • KLA made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #580 holding.
  • Golden State Wealth Management first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.