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MBL Wealth’s KLA KLAC Stock Holding History

MBL Wealth’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 		$1.23M Buy
4,077
+1,427
+54% +$283K 0.08% 119
2026
Q1 		$390K Sell
2,650
-20
-0.7% -$2.93K 0.03% 228
2025
Q4 		$324K Buy
+2,670
New +$313K 0.03% 228
2025
Q3 		– Sell
-2,370
Closed -$212K – 255
2025
Q2 		$212K Sell
2,370
-1,130
-32% -$85K 0.02% 225
2025
Q1 		$238K Buy
3,500
+290
+9% +$20.9K 0.02% 210
2024
Q4 		$202K Buy
+3,210
New +$217K 0.02% 213

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

MBL Wealth's KLAC Position: Q2 2026 in Review

MBL Wealth increased its KLA (KLAC) stake by 54% in Q2 2026, buying an estimated $283K and bringing the position to 4,077 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #119.

MBL Wealth first reported a position in KLAC in Q4 2024 and has held it in 6 quarters since. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • MBL Wealth held 4,077 shares of KLA worth $1.23M as of Q2 2026.
  • MBL Wealth bought 1,427 KLA shares in Q2 2026, an estimated $283K.
  • KLA made up 0.08% of MBL Wealth's portfolio in Q2 2026, its #119 holding.
  • MBL Wealth first reported a position in KLA in Q4 2024 and has held it in 6 quarters since.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.