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Kingswood Wealth Advisors’s KLA KLAC Stock Holding History

Kingswood 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 		$2.7M Buy
8,962
+3,742
+72% +$743K 0.11% 208
2026
Q1 		$769K Buy
5,220
+2,190
+72% +$320K 0.04% 436
2025
Q4 		$368K Buy
3,030
+320
+12% +$37.5K 0.02% 619
2025
Q3 		$292K Buy
2,710
+90
+3% +$8.4K 0.02% 640
2025
Q2 		$235K Sell
2,620
-530
-17% -$39.9K 0.02% 651
2025
Q1 		$214K Sell
3,150
-750
-19% -$54K 0.02% 666
2024
Q4 		$246K Sell
3,900
-1,080
-22% -$73K 0.02% 675
2024
Q3 		$386K Buy
4,980
+350
+8% +$27.5K 0.03% 522
2024
Q2 		$382K Buy
4,630
+630
+16% +$46.5K 0.03% 456
2024
Q1 		$280K Buy
+4,000
New +$257K 0.03% 501

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

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

Kingswood Wealth Advisors increased its KLA (KLAC) stake by 72% in Q2 2026, buying an estimated $743K and bringing the position to 8,962 shares worth $2.7M. The position accounts for 0.11% of the portfolio, ranked #208.

Kingswood Wealth Advisors first reported a position in KLAC in Q1 2024 and has held it in 10 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Kingswood Wealth Advisors held 8,962 shares of KLA worth $2.7M as of Q2 2026.
  • Kingswood Wealth Advisors bought 3,742 KLA shares in Q2 2026, an estimated $743K.
  • KLA made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • Kingswood Wealth Advisors first reported a position in KLA in Q1 2024 and has held it in 10 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.