IWA
KLAC icon

Icon Wealth Advisors’s KLA KLAC Stock Holding History

Icon 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 		$975K Buy
3,233
+1,963
+155% +$390K 0.06% 186
2026
Q1 		$231K Buy
+1,270
New +$186K 0.02% 363
2025
Q4 		– Sell
-1,290
Closed -$139K – 470
2025
Q3 		$139K Buy
+1,290
New +$120K 0.01% 439

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

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

Icon Wealth Advisors increased its KLA (KLAC) stake by 155% in Q2 2026, buying an estimated $390K and bringing the position to 3,233 shares worth $975K. The position accounts for 0.06% of the portfolio, ranked #186.

Icon Wealth Advisors first reported a position in KLAC in Q3 2025 and has held it in 3 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Icon Wealth Advisors held 3,233 shares of KLA worth $975K as of Q2 2026.
  • Icon Wealth Advisors bought 1,963 KLA shares in Q2 2026, an estimated $390K.
  • KLA made up 0.06% of Icon Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Icon Wealth Advisors first reported a position in KLA in Q3 2025 and has held it in 3 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.