Heritage Family Offices’s KLA KLAC Stock Holding History

Heritage Family Offices’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	$2.64M	Sell	8,737 -5,233	-37%	-$1.04M	1.02%	24
2026 Q1	$2.06M	Sell	13,970 -8,440	-38%	-$1.23M	0.91%	25
2025 Q4	$2.72M	Sell	22,410 -6,020	-21%	-$706K	1.24%	15
2025 Q3	$3.07M	Sell	28,430 -3,260	-10%	-$304K	1.43%	10
2025 Q2	$2.13M	Hold	31,690	–	–	1.08%	18
2025 Q1	$2.15M	Buy	31,690 +2,150	+7%	+$155K	1.1%	18
2024 Q4	$1.86M	Buy	29,540 +1,720	+6%	+$116K	0.93%	26
2024 Q3	$2.15M	Sell	27,820 -1,520	-5%	-$119K	1.11%	16
2024 Q2	$2.42M	Buy	+29,340	New	+$2.17M	1.34%	12

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Heritage Family Offices's KLAC Position: Q2 2026 in Review

Heritage Family Offices reduced its KLA (KLAC) stake by 37% in Q2 2026, selling an estimated $1.04M and leaving 8,737 shares worth $2.64M. The position accounts for 1.02% of the portfolio, ranked #24.

Heritage Family Offices first reported a position in KLAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.07M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Heritage Family Offices held 8,737 shares of KLA worth $2.64M as of Q2 2026.
Heritage Family Offices sold 5,233 KLA shares in Q2 2026, an estimated $1.04M.
KLA made up 1.02% of Heritage Family Offices's portfolio in Q2 2026, its #24 holding.
Heritage Family Offices first reported a position in KLA in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's KLA position peaked at $3.07M in Q3 2025.
2,489 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.