Independent Solutions Wealth Management’s KLA KLAC Stock Holding History

Independent Solutions Wealth Management’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	$402K	Buy	+1,333	New	+$265K	0.05%	152

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

Independent Solutions Wealth Management's KLAC Position: Q2 2026 in Review

Independent Solutions Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 1,333 shares worth $402K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings.

2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Independent Solutions Wealth Management held 1,333 shares of KLA worth $402K as of Q2 2026.
KLA was a new Independent Solutions Wealth Management position in Q2 2026.
KLA made up 0.05% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #152 holding.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.