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Joseph Group Capital Management’s KLA KLAC Stock Holding History

Joseph Group Capital Management’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 		$147K Buy
487
+77
+19% +$15.3K 0.03% 84
2026
Q1 		$60.4K Buy
410
+230
+128% +$33.6K 0.02% 95
2025
Q4 		$21.9K Buy
+180
New +$21.1K 0.01% 124

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

Joseph Group Capital Management's KLAC Position: Q2 2026 in Review

Joseph Group Capital Management increased its KLA (KLAC) stake by 19% in Q2 2026, buying an estimated $15.3K and bringing the position to 487 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #84.

Joseph Group Capital Management first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Joseph Group Capital Management held 487 shares of KLA worth $147K as of Q2 2026.
  • Joseph Group Capital Management bought 77 KLA shares in Q2 2026, an estimated $15.3K.
  • KLA made up 0.03% of Joseph Group Capital Management's portfolio in Q2 2026, its #84 holding.
  • Joseph Group Capital Management first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.