IAA
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Independent Advisor Alliance’s KLA KLAC Stock Holding History

Independent Advisor Alliance’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 		$12.9M Buy
42,697
+547
+1% +$109K 0.3% 51
2026
Q1 		$6.21M Buy
42,150
+1,990
+5% +$291K 0.07% 266
2025
Q4 		$4.88M Buy
40,160
+3,320
+9% +$389K 0.12% 138
2025
Q3 		$3.97M Buy
36,840
+40
+0.1% +$3.73K 0.1% 173
2025
Q2 		$3.3M Sell
36,800
-1,360
-4% -$102K 0.1% 188
2025
Q1 		$2.59M Sell
38,160
-780
-2% -$56.2K 0.09% 216
2024
Q4 		$2.45M Buy
38,940
+7,720
+25% +$522K 0.03% 455
2024
Q3 		$2.42M Sell
31,220
-260
-0.8% -$20.4K 0.09% 194
2024
Q2 		$2.6M Buy
31,480
+11,270
+56% +$833K 0.09% 188
2024
Q1 		$1.41M Sell
20,210
-3,950
-16% -$254K 0.05% 266
2023
Q4 		$1.4M Buy
24,160
+480
+2% +$25K 0.05% 263
2023
Q3 		$1.09M Buy
23,680
+3,380
+17% +$162K 0.05% 281
2023
Q2 		$984K Sell
20,300
-560
-3% -$23.4K 0.04% 306
2023
Q1 		$833K Buy
+20,860
New +$822K 0.04% 316
2022
Q4 		– Sell
-14,560
Closed -$441K – 524
2022
Q3 		$441K Buy
14,560
+1,270
+10% +$44K 0.03% 403
2022
Q2 		$424K Buy
13,290
+170
+1% +$5.72K 0.02% 414
2022
Q1 		$480K Buy
13,120
+810
+7% +$30.3K 0.02% 403
2021
Q4 		$530K Buy
12,310
+60
+0.5% +$2.32K 0.03% 384
2021
Q3 		$410K Buy
12,250
+330
+3% +$11K 0.02% 419
2021
Q2 		$386K Buy
11,920
+410
+4% +$13.1K 0.02% 447
2021
Q1 		$380K Buy
11,510
+1,060
+10% +$31.9K 0.02% 430
2020
Q4 		$271K Sell
10,450
-110
-1% -$2.56K 0.02% 448
2020
Q3 		$205K Buy
10,560
+110
+1% +$2.17K 0.02% 452
2020
Q2 		$203K Buy
+10,450
New +$179K 0.02% 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

Independent Advisor Alliance's KLAC Position: Q2 2026 in Review

Independent Advisor Alliance increased its KLA (KLAC) stake by 1.3% in Q2 2026, buying an estimated $109K and bringing the position to 42,697 shares worth $12.9M. The position accounts for 0.3% of the portfolio, ranked #51.

Independent Advisor Alliance first reported a position in KLAC in Q2 2020 and has held it in 24 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Independent Advisor Alliance held 42,697 shares of KLA worth $12.9M as of Q2 2026.
  • Independent Advisor Alliance bought 547 KLA shares in Q2 2026, an estimated $109K.
  • KLA made up 0.3% of Independent Advisor Alliance's portfolio in Q2 2026, its #51 holding.
  • Independent Advisor Alliance first reported a position in KLA in Q2 2020 and has held it in 24 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.