IWN
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Independent Wealth Network’s KLA KLAC Stock Holding History

Independent Wealth Network’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 		$327K Buy
+1,085
New +$215K 0.08% 236
2026
Q1 		– Sell
-2,010
Closed -$245K – 326
2025
Q4 		$245K Buy
+2,010
New +$236K 0.07% 231

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 Wealth Network's KLAC Position: Q2 2026 in Review

Independent Wealth Network opened a new position in KLA (KLAC) in Q2 2026: 1,085 shares worth $327K. The stake represents 0.08% of the portfolio and ranks #236 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in KLAC as recently as Q4 2025.

Independent Wealth Network first reported a position in KLAC in Q4 2025 and has held it in 2 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Independent Wealth Network held 1,085 shares of KLA worth $327K as of Q2 2026.
  • KLA was a new Independent Wealth Network position in Q2 2026.
  • KLA made up 0.08% of Independent Wealth Network's portfolio in Q2 2026, its #236 holding.
  • Independent Wealth Network first reported a position in KLA in Q4 2025 and has held it in 2 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.