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Legacy Wealth Management (Idaho)’s KLA KLAC Stock Holding History

Legacy Wealth Management (Idaho)’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 		$226K Buy
748
+8
+1% +$1.59K 0.09% 172
2026
Q1 		$109K Buy
740
+100
+16% +$14.6K 0.05% 166
2025
Q4 		$77.8K Buy
640
+300
+88% +$35.2K 0.04% 173
2025
Q3 		$36.7K Hold
340
– – 0.02% 208
2025
Q2 		$30.5K Sell
340
-60
-15% -$4.51K 0.02% 201
2025
Q1 		$27.2K Hold
400
– – 0.02% 205
2024
Q4 		$29.9K Buy
400
+20
+5% +$1.35K 0.02% 168
2024
Q3 		$24.5K Buy
+380
New +$29.8K 0.01% 192

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 $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s KLAC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its KLA (KLAC) stake by 1.1% in Q2 2026, buying an estimated $1.59K and bringing the position to 748 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #172.

Legacy Wealth Management (Idaho) first reported a position in KLAC in Q3 2024 and has held it in 8 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 748 shares of KLA worth $226K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 8 KLA shares in Q2 2026, an estimated $1.59K.
  • KLA made up 0.09% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #172 holding.
  • Legacy Wealth Management (Idaho) first reported a position in KLA in Q3 2024 and has held it in 8 quarters since.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.