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Legacy Financial Advisors’s KLA KLAC Stock Holding History

Legacy Financial 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 		$2.43M Buy
8,048
+508
+7% +$101K 0.3% 58
2026
Q1 		$1.11M Buy
7,540
+1,870
+33% +$274K 0.16% 116
2025
Q4 		$689K Sell
5,670
-350
-6% -$41.1K 0.1% 180
2025
Q3 		$650K Buy
6,020
+30
+0.5% +$2.8K 0.09% 197
2025
Q2 		$537K Sell
5,990
-590
-9% -$44.4K 0.08% 192
2025
Q1 		$447K Buy
6,580
+1,100
+20% +$79.2K 0.07% 213
2024
Q4 		$345K Sell
5,480
-580
-10% -$39.2K 0.06% 254
2024
Q3 		$470K Buy
6,060
+80
+1% +$6.28K 0.08% 208
2024
Q2 		$493K Sell
5,980
-120
-2% -$8.87K 0.09% 176
2024
Q1 		$426K Sell
6,100
-60
-1% -$3.85K 0.08% 196
2023
Q4 		$358K Sell
6,160
-330
-5% -$17.2K 0.07% 203
2023
Q3 		$298K Buy
6,490
+70
+1% +$3.36K 0.06% 201
2023
Q2 		$311K Buy
6,420
+270
+4% +$11.3K 0.06% 194
2023
Q1 		$246K Sell
6,150
-420
-6% -$16.6K 0.05% 215
2022
Q4 		$248K Buy
+6,570
New +$229K 0.05% 203
2019
Q2 		– Sell
-2,320
Closed -$28K – 535
2019
Q1 		$28K Buy
2,320
+210
+10% +$2.26K 0.01% 389
2018
Q4 		$19K Buy
2,110
+1,140
+118% +$10.6K 0.01% 424
2018
Q3 		$9K Hold
970
– – ﹤0.01% 550
2018
Q2 		$10K Hold
970
– – ﹤0.01% 526
2018
Q1 		$10K Hold
970
– – ﹤0.01% 476
2017
Q4 		$10K Buy
+970
New +$10.2K ﹤0.01% 479

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

Legacy Financial Advisors's KLAC Position: Q2 2026 in Review

Legacy Financial Advisors increased its KLA (KLAC) stake by 6.7% in Q2 2026, buying an estimated $101K and bringing the position to 8,048 shares worth $2.43M. The position accounts for 0.3% of the portfolio, ranked #58.

Legacy Financial Advisors first reported a position in KLAC in Q4 2017 and has held it in 21 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Legacy Financial Advisors held 8,048 shares of KLA worth $2.43M as of Q2 2026.
  • Legacy Financial Advisors bought 508 KLA shares in Q2 2026, an estimated $101K.
  • KLA made up 0.3% of Legacy Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • Legacy Financial Advisors first reported a position in KLA in Q4 2017 and has held it in 21 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.