Joel Isaacson & Co’s KLA KLAC Stock Holding History

Joel Isaacson & Co’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	$1.78M	Hold	5,910	–	–	0.05%	153
2026 Q1	$870K	Hold	5,910	–	–	0.03%	209
2025 Q4	$718K	Hold	5,910	–	–	0.02%	233
2025 Q3	$637K	Hold	5,910	–	–	0.02%	232
2025 Q2	$529K	Hold	5,910	–	–	0.02%	247
2025 Q1	$401K	Sell	5,910 -330	-5%	-$23.8K	0.02%	268
2024 Q4	$393K	Buy	6,240 +1,020	+20%	+$68.9K	0.02%	260
2024 Q3	$404K	Sell	5,220 -5,000	-49%	-$392K	0.02%	250
2024 Q2	$843K	Sell	10,220 -10	-0.1%	-$739	0.04%	148
2024 Q1	$715K	Buy	10,230 +2,870	+39%	+$184K	0.04%	163
2023 Q4	$428K	Buy	7,360 +10	+0.1%	+$520	0.03%	210
2023 Q3	$337K	Hold	7,350	–	–	0.02%	234
2023 Q2	$356K	Buy	+7,350	New	+$307K	0.02%	232

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Joel Isaacson & Co's KLAC Position: Q2 2026 in Review

Joel Isaacson & Co held its KLA (KLAC) position steady in Q2 2026 at 5,910 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #153.

Joel Isaacson & Co first reported a position in KLAC in Q2 2023 and has held it in 13 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Joel Isaacson & Co held 5,910 shares of KLA worth $1.78M as of Q2 2026.
Joel Isaacson & Co left its KLA share count unchanged in Q2 2026.
KLA made up 0.05% of Joel Isaacson & Co's portfolio in Q2 2026, its #153 holding.
Joel Isaacson & Co first reported a position in KLA in Q2 2023 and has held it in 13 quarters since.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.