LA
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Lifeworks Advisors’s KLA KLAC Stock Holding History

Lifeworks 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 		$2.1M Sell
6,955
-595
-8% -$118K 0.22% 97
2026
Q1 		$1.11M Sell
7,550
-2,420
-24% -$354K 0.14% 119
2025
Q4 		$1.21M Sell
9,970
-9,010
-47% -$1.06M 0.16% 128
2025
Q3 		$2.05M Sell
18,980
-17,000
-47% -$1.59M 0.27% 85
2025
Q2 		$3.22M Buy
35,980
+1,280
+4% +$96.3K 0.48% 67
2025
Q1 		$2.36M Buy
34,700
+1,600
+5% +$115K 0.39% 69
2024
Q4 		$2.09M Buy
33,100
+7,750
+31% +$524K 0.38% 76
2024
Q3 		$1.96M Buy
25,350
+1,660
+7% +$130K 0.39% 74
2024
Q2 		$1.95M Sell
23,690
-3,560
-13% -$263K 0.54% 57
2024
Q1 		$1.9M Buy
27,250
+10
+0% +$642 0.53% 58
2023
Q4 		$1.58M Buy
27,240
+350
+1% +$18.2K 0.55% 58
2023
Q3 		$1.23M Sell
26,890
-2,520
-9% -$121K 0.48% 66
2023
Q2 		$1.43M Sell
29,410
-370
-1% -$15.5K 0.61% 52
2023
Q1 		$1.19M Sell
29,780
-12,980
-30% -$512K 0.56% 63
2022
Q4 		$1.61M Buy
42,760
+350
+0.8% +$12.2K 0.91% 37
2022
Q3 		$1.34M Buy
42,410
+12,500
+42% +$433K 0.76% 45
2022
Q2 		$954K Buy
29,910
+8,530
+40% +$287K 0.6% 54
2022
Q1 		$783K Buy
21,380
+9,220
+76% +$345K 0.52% 68
2021
Q4 		$523K Buy
+12,160
New +$469K 0.42% 73

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

Lifeworks Advisors's KLAC Position: Q2 2026 in Review

Lifeworks Advisors reduced its KLA (KLAC) stake by 7.9% in Q2 2026, selling an estimated $118K and leaving 6,955 shares worth $2.1M. The position accounts for 0.22% of the portfolio, ranked #97.

Lifeworks Advisors first reported a position in KLAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.22M in Q2 2025. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Lifeworks Advisors held 6,955 shares of KLA worth $2.1M as of Q2 2026.
  • Lifeworks Advisors sold 595 KLA shares in Q2 2026, an estimated $118K.
  • KLA made up 0.22% of Lifeworks Advisors's portfolio in Q2 2026, its #97 holding.
  • Lifeworks Advisors first reported a position in KLA in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's KLA position peaked at $3.22M in Q2 2025.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.