GWM
KLAC icon

Greenwich Wealth Management’s KLA KLAC Stock Holding History

Greenwich 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 		$920K Sell
3,051
-279
-8% -$55.4K 0.03% 164
2026
Q1 		$491K Sell
3,330
-220
-6% -$32.2K 0.02% 201
2025
Q4 		$431K Sell
3,550
-530
-13% -$62.2K 0.02% 203
2025
Q3 		$440K Buy
4,080
+160
+4% +$14.9K 0.02% 203
2025
Q2 		$351K Buy
3,920
+70
+2% +$5.27K 0.02% 200
2025
Q1 		$262K Sell
3,850
-1,230
-24% -$88.6K 0.02% 207
2024
Q4 		$320K Sell
5,080
-8,700
-63% -$588K 0.02% 196
2024
Q3 		$1.07M Buy
13,780
+9,960
+261% +$781K 0.07% 116
2024
Q2 		$315K Sell
3,820
-23,100
-86% -$1.71M 0.02% 189
2024
Q1 		$1.88M Buy
26,920
+22,530
+513% +$1.45M 0.15% 79
2023
Q4 		$255K Sell
4,390
-3,160
-42% -$164K 0.03% 194
2023
Q3 		$346K Buy
7,550
+2,800
+59% +$134K 0.04% 171
2023
Q2 		$230K Buy
+4,750
New +$198K 0.02% 198
2022
Q3 		– Sell
-7,030
Closed -$224K – 241
2022
Q2 		$224K Buy
7,030
+540
+8% +$18.2K 0.03% 209
2022
Q1 		$238K Sell
6,490
-310
-5% -$11.6K 0.02% 204
2021
Q4 		$292K Sell
6,800
-5,380
-44% -$208K 0.02% 195
2021
Q3 		$407K Buy
+12,180
New +$407K 0.03% 174
2014
Q4 		– Sell
-57,000
Closed -$449K – 173
2014
Q3 		$449K Hold
57,000
– – 0.03% 140
2014
Q2 		$414K Sell
57,000
-13,000
-19% -$86.3K 0.03% 132
2014
Q1 		$484K Buy
70,000
+2,250
+3% +$14.6K 0.03% 119
2013
Q4 		$437K Sell
67,750
-36,000
-35% -$227K 0.04% 124
2013
Q3 		$631K Sell
103,750
-3,750
-3% -$22K 0.05% 105
2013
Q2 		$599K Buy
+107,500
New +$587K 0.04% 103

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

Greenwich Wealth Management's KLAC Position: Q2 2026 in Review

Greenwich Wealth Management reduced its KLA (KLAC) stake by 8.4% in Q2 2026, selling an estimated $55.4K and leaving 3,051 shares worth $920K. The position accounts for 0.03% of the portfolio, ranked #164.

Greenwich Wealth Management first reported a position in KLAC in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.88M in Q1 2024. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Greenwich Wealth Management held 3,051 shares of KLA worth $920K as of Q2 2026.
  • Greenwich Wealth Management sold 279 KLA shares in Q2 2026, an estimated $55.4K.
  • KLA made up 0.03% of Greenwich Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Greenwich Wealth Management first reported a position in KLA in Q2 2013 and has held it in 23 quarters since.
  • Greenwich Wealth Management's KLA position peaked at $1.88M in Q1 2024.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.