Madson Wealth Advisors’s KLA KLAC Stock Holding History

Madson 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	$929K	Sell	3,080 -30	-1%	-$5.96K	0.63%	34
2026 Q1	$458K	Buy	+3,110	New	+$455K	0.38%	48

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Madson Wealth Advisors reduced its KLA (KLAC) stake by 0.96% in Q2 2026, selling an estimated $5.96K and leaving 3,080 shares worth $929K. The position accounts for 0.63% of the portfolio, ranked #34.

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

Madson Wealth Advisors held 3,080 shares of KLA worth $929K as of Q2 2026.
Madson Wealth Advisors sold 30 KLA shares in Q2 2026, an estimated $5.96K.
KLA made up 0.63% of Madson Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Madson Wealth Advisors first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.