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GWN Securities’s KLA KLAC Stock Holding History

GWN Securities’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 		$248K Buy
+820
New +$163K 0.04% 437
2025
Q2 		– Sell
-14,270
Closed -$1.03M – 575
2025
Q1 		$1.03M Buy
+14,270
New +$1.03M 0.06% 299

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 $3.38T AUM 44.17% 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

GWN Securities's KLAC Position: Q2 2026 in Review

GWN Securities opened a new position in KLA (KLAC) in Q2 2026: 820 shares worth $248K. The stake represents 0.04% of the portfolio and ranks #437 among its holdings. This is a return to the name: GWN Securities previously reported a position in KLAC as recently as Q1 2025.

GWN Securities first reported a position in KLAC in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.03M in Q1 2025. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • GWN Securities held 820 shares of KLA worth $248K as of Q2 2026.
  • KLA was a new GWN Securities position in Q2 2026.
  • KLA made up 0.04% of GWN Securities's portfolio in Q2 2026, its #437 holding.
  • GWN Securities first reported a position in KLA in Q1 2025 and has held it in 2 quarters since.
  • GWN Securities's KLA position peaked at $1.03M in Q1 2025.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.