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Invera Wealth Advisors’s KLA KLAC Stock Holding History

Invera Wealth Advisors’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 		$584K Buy
+1,935
New +$384K 0.31% 73

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

Invera Wealth Advisors's KLAC Position: Q2 2026 in Review

Invera Wealth Advisors opened a new position in KLA (KLAC) in Q2 2026: 1,935 shares worth $584K. The stake represents 0.31% of the portfolio and ranks #73 among its holdings.

2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Invera Wealth Advisors held 1,935 shares of KLA worth $584K as of Q2 2026.
  • KLA was a new Invera Wealth Advisors position in Q2 2026.
  • KLA made up 0.31% of Invera Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.