MBE Wealth Management’s KLA KLAC Stock Holding History

MBE 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	$703K	Hold	2,330	–	–	0.25%	59
2026 Q1	$343K	Hold	2,330	–	–	0.14%	98
2025 Q4	$283K	Hold	2,330	–	–	0.12%	110
2025 Q3	$251K	Hold	2,330	–	–	0.11%	115
2025 Q2	$209K	Buy	+2,330	New	+$175K	0.09%	131
2020 Q2	–	Sell	-2,330	Closed	-$33K	–	303
2020 Q1	$33K	Buy	+2,330	New	+$37.5K	0.03%	167

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

MBE Wealth Management held its KLA (KLAC) position steady in Q2 2026 at 2,330 shares worth $703K. The position accounts for 0.25% of the portfolio, ranked #59.

MBE Wealth Management first reported a position in KLAC in Q1 2020 and has held it in 6 quarters since. 1,054 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

MBE Wealth Management held 2,330 shares of KLA worth $703K as of Q2 2026.
MBE Wealth Management left its KLA share count unchanged in Q2 2026.
KLA made up 0.25% of MBE Wealth Management's portfolio in Q2 2026, its #59 holding.
MBE Wealth Management first reported a position in KLA in Q1 2020 and has held it in 6 quarters since.
1,054 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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