MWM
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Mascoma Wealth Management’s KLA KLAC Stock Holding History

Mascoma 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 		$3.92K Buy
13
+3
+30% +$596 ﹤0.01% 398
2026
Q1 		$1.47K Buy
+10
New +$1.46K ﹤0.01% 455
2024
Q3 		– Sell
-50
Closed -$4.12K – 472
2024
Q2 		$4.12K Hold
50
– – ﹤0.01% 424
2024
Q1 		$3.49K Hold
50
– – ﹤0.01% 409
2023
Q4 		$2.91K Hold
50
– – ﹤0.01% 432
2023
Q3 		$2.29K Hold
50
– – ﹤0.01% 459
2023
Q2 		$2.49K Hold
50
– – ﹤0.01% 438
2023
Q1 		$1.93K Hold
50
– – ﹤0.01% 546
2022
Q4 		$1.89K Buy
+50
New +$1.74K ﹤0.01% 568

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

Mascoma Wealth Management's KLAC Position: Q2 2026 in Review

Mascoma Wealth Management increased its KLA (KLAC) stake by 30% in Q2 2026, buying an estimated $596 and bringing the position to 13 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Mascoma Wealth Management first reported a position in KLAC in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.12K in Q2 2024. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Mascoma Wealth Management held 13 shares of KLA worth $3.92K as of Q2 2026.
  • Mascoma Wealth Management bought 3 KLA shares in Q2 2026, an estimated $596.
  • KLA made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #398 holding.
  • Mascoma Wealth Management first reported a position in KLA in Q4 2022 and has held it in 9 quarters since.
  • Mascoma Wealth Management's KLA position peaked at $4.12K in Q2 2024.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.