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Marshall Financial Group (Maryland)’s KLA KLAC Stock Holding History

Marshall Financial Group (Maryland)’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 		$4.06M Sell
13,449
-1,841
-12% -$365K 0.59% 31
2026
Q1 		$2.25M Sell
15,290
-90
-0.6% -$13.2K 0.36% 56
2025
Q4 		$1.87M Sell
15,380
-5,240
-25% -$615K 0.36% 61
2025
Q3 		$2.22M Buy
20,620
+240
+1% +$22.4K 0.43% 53
2025
Q2 		$1.86M Sell
20,380
-1,620
-7% -$122K 0.36% 58
2025
Q1 		$1.5M Sell
22,000
-60
-0.3% -$4.32K 0.33% 70
2024
Q4 		$1.39M Sell
22,060
-100
-0.5% -$6.76K 0.34% 70
2024
Q3 		$1.72M Sell
22,160
-260
-1% -$20.4K 0.41% 58
2024
Q2 		$1.85M Sell
22,420
-1,950
-8% -$144K 0.52% 49
2024
Q1 		$1.7M Buy
24,370
+1,070
+5% +$68.7K 0.49% 57
2023
Q4 		$1.35M Sell
23,300
-1,050
-4% -$54.7K 0.44% 61
2023
Q3 		$1.12M Sell
24,350
-400
-2% -$19.2K 0.4% 61
2023
Q2 		$1.2M Buy
24,750
+110
+0.4% +$4.6K 0.41% 60
2023
Q1 		$983K Sell
24,640
-7,940
-24% -$313K 0.35% 68
2022
Q4 		$1.23M Buy
32,580
+4,310
+15% +$150K 0.48% 64
2022
Q3 		$856K Sell
28,270
-100
-0.4% -$3.46K 0.36% 85
2022
Q2 		$905K Buy
28,370
+4,530
+19% +$152K 0.36% 81
2022
Q1 		$873K Sell
23,840
-190
-0.8% -$7.11K 0.36% 100
2021
Q4 		$1.03M Buy
+24,030
New +$927K 0.38% 94

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

Marshall Financial Group (Maryland)'s KLAC Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its KLA (KLAC) stake by 12% in Q2 2026, selling an estimated $365K and leaving 13,449 shares worth $4.06M. The position accounts for 0.59% of the portfolio, ranked #31.

Marshall Financial Group (Maryland) first reported a position in KLAC in Q4 2021 and has held it in 19 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Marshall Financial Group (Maryland) held 13,449 shares of KLA worth $4.06M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 1,841 KLA shares in Q2 2026, an estimated $365K.
  • KLA made up 0.59% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #31 holding.
  • Marshall Financial Group (Maryland) first reported a position in KLA in Q4 2021 and has held it in 19 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.