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Keebeck Wealth Management’s KLA KLAC Stock Holding History

Keebeck Wealth 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 		$11.9M Sell
39,305
-8,615
-18% -$1.71M 1.16% 16
2026
Q1 		$7.06M Sell
47,920
-18,620
-28% -$2.72M 0.79% 28
2025
Q4 		$8.09M Sell
66,540
-8,790
-12% -$1.03M 0.93% 23
2025
Q3 		$8.13M Sell
75,330
-6,190
-8% -$577K 0.96% 21
2025
Q2 		$7.3M Sell
81,520
-1,350
-2% -$102K 0.96% 21
2025
Q1 		$5.63M Sell
82,870
-1,970
-2% -$142K 0.83% 31
2024
Q4 		$5.35M Buy
84,840
+1,190
+1% +$80.4K 0.77% 34
2024
Q3 		$6.48M Sell
83,650
-5,230
-6% -$410K 0.94% 24
2024
Q2 		$7.33M Sell
88,880
-7,650
-8% -$565K 1.07% 20
2024
Q1 		$6.74M Sell
96,530
-16,330
-14% -$1.05M 0.99% 23
2023
Q4 		$6.56M Sell
112,860
-2,670
-2% -$139K 1.08% 17
2023
Q3 		$5.3M Sell
115,530
-14,600
-11% -$700K 0.92% 22
2023
Q2 		$6.31M Buy
130,130
+19,020
+17% +$795K 0.87% 26
2023
Q1 		$4.44M Buy
111,110
+13,200
+13% +$520K 0.71% 40
2022
Q4 		$3.69M Buy
97,910
+5,700
+6% +$199K 0.65% 39
2022
Q3 		$2.79M Buy
92,210
+9,710
+12% +$336K 0.54% 46
2022
Q2 		$2.63M Buy
82,500
+13,630
+20% +$458K 0.5% 45
2022
Q1 		$2.52M Buy
68,870
+9,700
+16% +$363K 0.42% 58
2021
Q4 		$2.54M Buy
59,170
+3,150
+6% +$122K 0.45% 57
2021
Q3 		$1.87M Buy
56,020
+10,860
+24% +$363K 0.37% 63
2021
Q2 		$1.46M Buy
45,160
+9,070
+25% +$291K 0.21% 89
2021
Q1 		$1.19M Buy
36,090
+500
+1% +$15.1K 0.19% 93
2020
Q4 		$921K Buy
35,590
+2,350
+7% +$54.8K 0.16% 102
2020
Q3 		$643K Sell
33,240
-610
-2% -$12.1K 0.13% 116
2020
Q2 		$657K Buy
33,850
+9,750
+40% +$167K 0.21% 92
2020
Q1 		$346K Buy
24,100
+9,060
+60% +$146K 0.14% 115
2019
Q4 		$267K Buy
+15,040
New +$252K 0.08% 125

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

Keebeck Wealth Management's KLAC Position: Q2 2026 in Review

Keebeck Wealth Management reduced its KLA (KLAC) stake by 18% in Q2 2026, selling an estimated $1.71M and leaving 39,305 shares worth $11.9M. The position accounts for 1.16% of the portfolio, ranked #16.

Keebeck Wealth Management first reported a position in KLAC in Q4 2019 and has held it in 27 quarters since. 2,484 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Keebeck Wealth Management held 39,305 shares of KLA worth $11.9M as of Q2 2026.
  • Keebeck Wealth Management sold 8,615 KLA shares in Q2 2026, an estimated $1.71M.
  • KLA made up 1.16% of Keebeck Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Keebeck Wealth Management first reported a position in KLA in Q4 2019 and has held it in 27 quarters since.
  • 2,484 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.