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HB Wealth Management’s KLA KLAC Stock Holding History

HB 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 		$26.6M Buy
88,287
+2,327
+3% +$462K 0.15% 87
2026
Q1 		$12.7M Buy
85,960
+6,640
+8% +$971K 0.08% 133
2025
Q4 		$9.64M Buy
79,320
+2,340
+3% +$274K 0.06% 157
2025
Q3 		$8.3M Sell
76,980
-2,940
-4% -$274K 0.06% 182
2025
Q2 		$7.16M Buy
79,920
+12,190
+18% +$917K 0.06% 176
2025
Q1 		$4.6M Buy
67,730
+19,830
+41% +$1.43M 0.04% 244
2024
Q4 		$3.02M Buy
47,900
+6,450
+16% +$436K 0.03% 222
2024
Q3 		$3.21M Buy
41,450
+6,610
+19% +$519K 0.03% 213
2024
Q2 		$2.87M Buy
34,840
+4,770
+16% +$352K 0.03% 213
2024
Q1 		$2.1M Buy
30,070
+320
+1% +$20.6K 0.03% 234
2023
Q4 		$1.73M Buy
29,750
+5,030
+20% +$262K 0.02% 246
2023
Q3 		$1.13M Buy
24,720
+2,140
+9% +$103K 0.02% 284
2023
Q2 		$1.1M Buy
22,580
+750
+3% +$31.3K 0.02% 281
2023
Q1 		$871K Sell
21,830
-49,370
-69% -$1.95M 0.02% 303
2022
Q4 		$2.68M Buy
71,200
+44,830
+170% +$1.56M 0.05% 169
2022
Q3 		$798K Buy
26,370
+1,870
+8% +$64.8K 0.02% 282
2022
Q2 		$782K Sell
24,500
-51,600
-68% -$1.74M 0.02% 283
2022
Q1 		$2.79M Buy
76,100
+7,880
+12% +$295K 0.05% 150
2021
Q4 		$2.93M Buy
+68,220
New +$2.63M 0.06% 128

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

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

HB Wealth Management increased its KLA (KLAC) stake by 2.7% in Q2 2026, buying an estimated $462K and bringing the position to 88,287 shares worth $26.6M. The position accounts for 0.15% of the portfolio, ranked #87.

HB Wealth Management first reported a position in KLAC in Q4 2021 and has held it in 19 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • HB Wealth Management held 88,287 shares of KLA worth $26.6M as of Q2 2026.
  • HB Wealth Management bought 2,327 KLA shares in Q2 2026, an estimated $462K.
  • KLA made up 0.15% of HB Wealth Management's portfolio in Q2 2026, its #87 holding.
  • HB Wealth Management first reported a position in KLA in Q4 2021 and has held it in 19 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.