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Kestra Investment Management’s KLA KLAC Stock Holding History

Kestra Investment 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 		$845K Buy
2,799
+419
+18% +$83.2K 0.02% 250
2026
Q1 		$350K Buy
+2,380
New +$348K 0.01% 336
2025
Q3 		– Sell
-1,000
Closed -$68K – 742
2025
Q2 		$68K Hold
1,000
– – ﹤0.01% 531
2025
Q1 		$68K Buy
1,000
+770
+335% +$55.5K ﹤0.01% 447
2024
Q4 		$14.6K Buy
+230
New +$15.5K ﹤0.01% 775

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

Kestra Investment Management's KLAC Position: Q2 2026 in Review

Kestra Investment Management increased its KLA (KLAC) stake by 18% in Q2 2026, buying an estimated $83.2K and bringing the position to 2,799 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #250.

Kestra Investment Management first reported a position in KLAC in Q4 2024 and has held it in 5 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Kestra Investment Management held 2,799 shares of KLA worth $845K as of Q2 2026.
  • Kestra Investment Management bought 419 KLA shares in Q2 2026, an estimated $83.2K.
  • KLA made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #250 holding.
  • Kestra Investment Management first reported a position in KLA in Q4 2024 and has held it in 5 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.