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Heritage Wealth Management (Ohio)’s KLA KLAC Stock Holding History

Heritage Wealth Management (Ohio)’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 		$4.09M Buy
+13,569
New +$2.69M 1.02% 20
2026
Q1 		– Sell
-15,320
Closed -$1.86M – 200
2025
Q4 		$1.86M Sell
15,320
-980
-6% -$115K 0.52% 55
2025
Q3 		$1.76M Sell
16,300
-980
-6% -$91.4K 0.52% 51
2025
Q2 		$1.55M Sell
17,280
-2,400
-12% -$181K 0.5% 53
2025
Q1 		$1.34M Sell
19,680
-2,150
-10% -$155K 0.46% 55
2024
Q4 		$1.38M Sell
21,830
-400
-2% -$27K 0.46% 55
2024
Q3 		$1.72M Sell
22,230
-400
-2% -$31.4K 0.56% 38
2024
Q2 		$1.94M Buy
+22,630
New +$1.67M 0.65% 34

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

Heritage Wealth Management (Ohio)'s KLAC Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in KLA (KLAC) in Q2 2026: 13,569 shares worth $4.09M. The stake represents 1.02% of the portfolio and ranks #20 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in KLAC as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in KLAC in Q2 2024 and has held it in 8 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 13,569 shares of KLA worth $4.09M as of Q2 2026.
  • KLA was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • KLA made up 1.02% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #20 holding.
  • Heritage Wealth Management (Ohio) first reported a position in KLA in Q2 2024 and has held it in 8 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.