Meridian Wealth Advisors’s KLA KLAC Stock Holding History

Meridian Wealth Advisors’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	$1.59M	Buy	5,260 +10	+0.2%	+$1.99K	0.18%	77
2026 Q1	$773K	Sell	5,250 -20	-0.4%	-$2.93K	0.1%	109
2025 Q4	$640K	Hold	5,270	–	–	0.09%	117
2025 Q3	$568K	Buy	5,270 +70	+1%	+$6.53K	0.08%	120
2025 Q2	$466K	Hold	5,200	–	–	0.07%	126
2025 Q1	$353K	Hold	5,200	–	–	0.06%	133
2024 Q4	$328K	Hold	5,200	–	–	0.05%	141
2024 Q3	$403K	Hold	5,200	–	–	0.07%	134
2024 Q2	$429K	Hold	5,200	–	–	0.08%	123
2024 Q1	$363K	Hold	5,200	–	–	0.07%	137
2023 Q4	$302K	Sell	5,200 -1,050	-17%	-$54.7K	0.07%	145
2023 Q3	$287K	Hold	6,250	–	–	0.07%	147
2023 Q2	$303K	Hold	6,250	–	–	0.07%	144
2023 Q1	$249K	Hold	6,250	–	–	0.06%	163
2022 Q4	$236K	Buy	+6,250	New	+$218K	0.06%	171

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

Meridian Wealth Advisors's KLAC Position: Q2 2026 in Review

Meridian Wealth Advisors increased its KLA (KLAC) stake by 0.19% in Q2 2026, buying an estimated $1.99K and bringing the position to 5,260 shares worth $1.59M. The position accounts for 0.18% of the portfolio, ranked #77.

Meridian Wealth Advisors first reported a position in KLAC in Q4 2022 and has held it in 15 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Meridian Wealth Advisors held 5,260 shares of KLA worth $1.59M as of Q2 2026.
Meridian Wealth Advisors bought 10 KLA shares in Q2 2026, an estimated $1.99K.
KLA made up 0.18% of Meridian Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Meridian Wealth Advisors first reported a position in KLA in Q4 2022 and has held it in 15 quarters since.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.