McLean Asset Management’s KLA KLAC Stock Holding History

McLean Asset 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	$1.46M	Sell	7,983 -67	-0.8%	-$13.3K	0.19%	49
2026 Q1	$1.18M	Buy	8,050 +30	+0.4%	+$4.39K	0.21%	47
2025 Q4	$1.15M	Buy	8,020 +110	+1%	+$12.9K	0.21%	50
2025 Q3	$901K	Buy	7,910 +30	+0.4%	+$2.8K	0.19%	58
2025 Q2	$725K	Buy	7,880 +150	+2%	+$11.3K	0.19%	67
2025 Q1	$464K	Sell	7,730 -470	-6%	-$33.9K	0.15%	78
2024 Q4	$517K	Buy	8,200 +550	+7%	+$37.2K	0.16%	76
2024 Q3	$603K	Sell	7,650 -10	-0.1%	-$785	0.18%	70
2024 Q2	$684K	Buy	7,660 +100	+1%	+$7.39K	0.22%	59
2024 Q1	$527K	Buy	7,560 +10	+0.1%	+$642	0.18%	68
2023 Q4	$411K	Buy	7,550 +10	+0.1%	+$520	0.15%	77
2023 Q3	$358K	Sell	7,540 -10	-0.1%	-$480	0.15%	81
2023 Q2	$366K	Buy	7,550 +10	+0.1%	+$418	0.14%	85
2023 Q1	$301K	Sell	7,540 -140	-2%	-$5.52K	0.12%	92
2022 Q4	$290K	Buy	7,680 +130	+2%	+$4.53K	0.1%	98
2022 Q3	$237K	Sell	7,550 -80	-1%	-$2.77K	0.09%	103
2022 Q2	$224K	Buy	7,630 +70	+0.9%	+$2.35K	0.09%	112
2022 Q1	$277K	Buy	7,560 +120	+2%	+$4.49K	0.21%	88
2021 Q4	$323K	Hold	7,440	–	–	0.12%	88
2021 Q3	$255K	Hold	7,440	–	–	0.1%	109
2021 Q2	$218K	Buy	7,440 +20	+0.3%	+$641	0.1%	106
2021 Q1	$245K	Buy	+7,420	New	+$224K	0.19%	86

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

McLean Asset Management's KLAC Position: Q2 2026 in Review

McLean Asset Management reduced its KLA (KLAC) stake by 0.83% in Q2 2026, selling an estimated $13.3K and leaving 7,983 shares worth $1.46M. The position accounts for 0.19% of the portfolio, ranked #49.

McLean Asset Management first reported a position in KLAC in Q1 2021 and has held it in 22 quarters since. 2,487 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

McLean Asset Management held 7,983 shares of KLA worth $1.46M as of Q2 2026.
McLean Asset Management sold 67 KLA shares in Q2 2026, an estimated $13.3K.
KLA made up 0.19% of McLean Asset Management's portfolio in Q2 2026, its #49 holding.
McLean Asset Management first reported a position in KLA in Q1 2021 and has held it in 22 quarters since.
2,487 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.