LFS
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Legacy Financial Strategies’s KLA KLAC Stock Holding History

Legacy Financial Strategies’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 		$333K Sell
1,103
-627
-36% -$124K 0.05% 114
2026
Q1 		$255K Buy
1,730
+50
+3% +$7.32K 0.05% 122
2025
Q4 		$205K Buy
+1,680
New +$197K 0.04% 133

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 Strategies's KLAC Position: Q2 2026 in Review

Legacy Financial Strategies reduced its KLA (KLAC) stake by 36% in Q2 2026, selling an estimated $124K and leaving 1,103 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #114.

Legacy Financial Strategies first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Legacy Financial Strategies held 1,103 shares of KLA worth $333K as of Q2 2026.
  • Legacy Financial Strategies sold 627 KLA shares in Q2 2026, an estimated $124K.
  • KLA made up 0.05% of Legacy Financial Strategies's portfolio in Q2 2026, its #114 holding.
  • Legacy Financial Strategies first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.