MFG
KLAC icon

Merit Financial Group’s KLA KLAC Stock Holding History

Merit Financial Group’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 		$26.4M Sell
87,377
-793
-0.9% -$157K 0.16% 116
2026
Q1 		$13M Buy
88,170
+6,040
+7% +$884K 0.1% 192
2025
Q4 		$9.98M Buy
82,130
+5,860
+8% +$687K 0.08% 206
2025
Q3 		$8.23M Sell
76,270
-2,250
-3% -$210K 0.08% 199
2025
Q2 		$7.03M Buy
78,520
+55,160
+236% +$4.15M 0.08% 195
2025
Q1 		$1.59M Buy
23,360
+3,670
+19% +$264K 0.02% 496
2024
Q4 		$1.24M Buy
19,690
+5,590
+40% +$378K 0.02% 453
2024
Q3 		$1.09M Sell
14,100
-3,720
-21% -$292K 0.02% 402
2024
Q2 		$1.47M Buy
17,820
+140
+0.8% +$10.3K 0.03% 329
2024
Q1 		$1.23M Sell
17,680
-180
-1% -$11.6K 0.03% 350
2023
Q4 		$1.04M Buy
17,860
+1,060
+6% +$55.2K 0.03% 304
2023
Q3 		$770K Sell
16,800
-1,840
-10% -$88.2K 0.03% 370
2023
Q2 		$904K Buy
18,640
+10,990
+144% +$459K 0.03% 354
2023
Q1 		$306K Buy
7,650
+100
+1% +$3.94K 0.01% 508
2022
Q4 		$285K Buy
+7,550
New +$263K 0.01% 549

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

Merit Financial Group's KLAC Position: Q2 2026 in Review

Merit Financial Group reduced its KLA (KLAC) stake by 0.9% in Q2 2026, selling an estimated $157K and leaving 87,377 shares worth $26.4M. The position accounts for 0.16% of the portfolio, ranked #116.

Merit Financial Group first reported a position in KLAC in Q4 2022 and has held it in 15 quarters since. 2,484 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Merit Financial Group held 87,377 shares of KLA worth $26.4M as of Q2 2026.
  • Merit Financial Group sold 793 KLA shares in Q2 2026, an estimated $157K.
  • KLA made up 0.16% of Merit Financial Group's portfolio in Q2 2026, its #116 holding.
  • Merit Financial Group first reported a position in KLA in Q4 2022 and has held it in 15 quarters since.
  • 2,484 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.