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Innovative Asset Advisors Group’s KLA KLAC Stock Holding History

Innovative Asset Advisors Group’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 		$385K Buy
1,275
+295
+30% +$58.6K 0.17% 108
2026
Q1 		$144K Buy
+980
New +$143K 0.08% 166

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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Innovative Asset Advisors Group's KLAC Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its KLA (KLAC) stake by 30% in Q2 2026, buying an estimated $58.6K and bringing the position to 1,275 shares worth $385K. The position accounts for 0.17% of the portfolio, ranked #108.

Innovative Asset Advisors Group first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 2,370 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Innovative Asset Advisors Group held 1,275 shares of KLA worth $385K as of Q2 2026.
  • Innovative Asset Advisors Group bought 295 KLA shares in Q2 2026, an estimated $58.6K.
  • KLA made up 0.17% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #108 holding.
  • Innovative Asset Advisors Group first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
  • 2,370 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.