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Invenio Wealth Partners’s KLA KLAC Stock Holding History

Invenio Wealth Partners’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 		$1.02M Hold
3,380
– – 0.37% 36
2026
Q1 		$498K Sell
3,380
-1,200
-26% -$176K 0.2% 53
2025
Q4 		$557K Buy
4,580
+50
+1% +$5.87K 0.21% 55
2025
Q3 		$489K Sell
4,530
-110
-2% -$10.3K 0.18% 60
2025
Q2 		$416K Buy
4,640
+410
+10% +$30.8K 0.17% 63
2025
Q1 		$288K Sell
4,230
-140
-3% -$10.1K 0.12% 72
2024
Q4 		$275K Buy
4,370
+90
+2% +$6.08K 0.12% 82
2024
Q3 		$331K Buy
4,280
+520
+14% +$40.8K 0.14% 66
2024
Q2 		$310K Buy
3,760
+400
+12% +$29.6K 0.15% 69
2024
Q1 		$235K Buy
+3,360
New +$216K 0.13% 89

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

Invenio Wealth Partners's KLAC Position: Q2 2026 in Review

Invenio Wealth Partners held its KLA (KLAC) position steady in Q2 2026 at 3,380 shares worth $1.02M. The position accounts for 0.37% of the portfolio, ranked #36.

Invenio Wealth Partners first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Invenio Wealth Partners held 3,380 shares of KLA worth $1.02M as of Q2 2026.
  • Invenio Wealth Partners left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.37% of Invenio Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Invenio Wealth Partners first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.