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Integrated Wealth Concepts’s KLA KLAC Stock Holding History

Integrated Wealth Concepts’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 		$5.55M Buy
18,379
+1,759
+11% +$349K 0.04% 438
2026
Q1 		$2.45M Buy
16,620
+9,440
+131% +$1.38M 0.02% 685
2025
Q4 		$872K Buy
7,180
+1,570
+28% +$184K 0.01% 835
2025
Q3 		$605K Sell
5,610
-2,820
-33% -$263K 0.01% 1251
2025
Q2 		$755K Sell
8,430
-7,650
-48% -$576K 0.01% 1060
2025
Q1 		$1.09M Buy
16,080
+5,070
+46% +$365K 0.01% 788
2024
Q4 		$694K Buy
11,010
+940
+9% +$63.5K 0.01% 980
2024
Q3 		$780K Sell
10,070
-8,520
-46% -$668K 0.01% 903
2024
Q2 		$1.53M Buy
18,590
+7,190
+63% +$531K 0.02% 596
2024
Q1 		$796K Buy
11,400
+2,290
+25% +$147K 0.01% 853
2023
Q4 		$530K Buy
9,110
+430
+5% +$22.4K 0.01% 976
2023
Q3 		$398K Buy
8,680
+150
+2% +$7.19K 0.01% 1084
2023
Q2 		$414K Buy
+8,530
New +$356K 0.01% 1077

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

Integrated Wealth Concepts's KLAC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its KLA (KLAC) stake by 11% in Q2 2026, buying an estimated $349K and bringing the position to 18,379 shares worth $5.55M. The position accounts for 0.04% of the portfolio, ranked #438.

Integrated Wealth Concepts first reported a position in KLAC in Q2 2023 and has held it in 13 quarters since. 2,489 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Integrated Wealth Concepts held 18,379 shares of KLA worth $5.55M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,759 KLA shares in Q2 2026, an estimated $349K.
  • KLA made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #438 holding.
  • Integrated Wealth Concepts first reported a position in KLA in Q2 2023 and has held it in 13 quarters since.
  • 2,489 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.