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IBEX Wealth Advisors’s KLA KLAC Stock Holding History

IBEX Wealth Advisors’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 		$1.88M Sell
6,226
-14
-0.2% -$2.78K 0.15% 90
2026
Q1 		$919K Buy
+6,240
New +$913K 0.09% 117
2024
Q3 		– Sell
-37,830
Closed -$3.12M – 181
2024
Q2 		$3.12M Buy
+37,830
New +$2.79M 0.49% 65

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

IBEX Wealth Advisors's KLAC Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its KLA (KLAC) stake by 0.22% in Q2 2026, selling an estimated $2.78K and leaving 6,226 shares worth $1.88M. The position accounts for 0.15% of the portfolio, ranked #90.

IBEX Wealth Advisors first reported a position in KLAC in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.12M in Q2 2024. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • IBEX Wealth Advisors held 6,226 shares of KLA worth $1.88M as of Q2 2026.
  • IBEX Wealth Advisors sold 14 KLA shares in Q2 2026, an estimated $2.78K.
  • KLA made up 0.15% of IBEX Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • IBEX Wealth Advisors first reported a position in KLA in Q2 2024 and has held it in 3 quarters since.
  • IBEX Wealth Advisors's KLA position peaked at $3.12M in Q2 2024.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.