Marks Group Wealth Management’s KLA KLAC Stock Holding History

Marks Group Wealth Management’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	$873K	Buy	+2,895	New	+$575K	0.08%	217
2023 Q1	–	Sell	-180,040	Closed	-$6.79M	–	284
2022 Q4	$6.79M	Sell	180,040 -6,590	-4%	-$230K	0.93%	24
2022 Q3	$5.65M	Buy	186,630 +3,980	+2%	+$138K	0.86%	42
2022 Q2	$5.83M	Buy	182,650 +12,440	+7%	+$418K	0.84%	34
2022 Q1	$6.23M	Buy	170,210 +12,730	+8%	+$476K	0.78%	45
2021 Q4	$6.76M	Sell	157,480 -23,200	-13%	-$895K	0.82%	32
2021 Q3	$6.03M	Sell	180,680 -870	-0.5%	-$29K	0.82%	39
2021 Q2	$5.9M	Buy	+181,550	New	+$5.82M	0.81%	33

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

Marks Group Wealth Management's KLAC Position: Q2 2026 in Review

Marks Group Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 2,895 shares worth $873K. The stake represents 0.08% of the portfolio and ranks #217 among its holdings. This is a return to the name: Marks Group Wealth Management previously reported a position in KLAC as recently as Q4 2022.

Marks Group Wealth Management first reported a position in KLAC in Q2 2021 and has held it in 8 quarters since. The position peaked at $6.79M in Q4 2022. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Marks Group Wealth Management held 2,895 shares of KLA worth $873K as of Q2 2026.
KLA was a new Marks Group Wealth Management position in Q2 2026.
KLA made up 0.08% of Marks Group Wealth Management's portfolio in Q2 2026, its #217 holding.
Marks Group Wealth Management first reported a position in KLA in Q2 2021 and has held it in 8 quarters since.
Marks Group Wealth Management's KLA position peaked at $6.79M in Q4 2022.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.