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Meridian Wealth Partners’s KLA KLAC Stock Holding History

Meridian Wealth Partners’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 		$240K Buy
+794
New +$158K 0.03% 107
2021
Q2 		– Sell
-250
Closed -$9K – 707
2021
Q1 		$9K Buy
+250
New +$7.53K ﹤0.01% 483

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 $3.38T AUM 44.17% 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

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

Meridian Wealth Partners opened a new position in KLA (KLAC) in Q2 2026: 794 shares worth $240K. The stake represents 0.03% of the portfolio and ranks #107 among its holdings. This is a return to the name: Meridian Wealth Partners previously reported a position in KLAC as recently as Q1 2021.

Meridian Wealth Partners first reported a position in KLAC in Q1 2021 and has held it in 2 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Meridian Wealth Partners held 794 shares of KLA worth $240K as of Q2 2026.
  • KLA was a new Meridian Wealth Partners position in Q2 2026.
  • KLA made up 0.03% of Meridian Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • Meridian Wealth Partners first reported a position in KLA in Q1 2021 and has held it in 2 quarters since.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.