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Meriwether Wealth & Planning’s KLA KLAC Stock Holding History

Meriwether Wealth & Planning’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 		$900K Buy
2,983
+3
+0.1% +$596 0.45% 43
2026
Q1 		$439K Hold
2,980
– – 0.24% 67
2025
Q4 		$362K Sell
2,980
-110
-4% -$12.9K 0.2% 75
2025
Q3 		$333K Hold
3,090
– – 0.19% 79
2025
Q2 		$277K Sell
3,090
-10
-0.3% -$752 0.17% 93
2025
Q1 		$211K Sell
3,100
-240
-7% -$17.3K 0.14% 114
2024
Q4 		$210K Buy
+3,340
New +$226K 0.15% 110

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Meriwether Wealth & Planning's KLAC Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its KLA (KLAC) stake by 0.1% in Q2 2026, buying an estimated $596 and bringing the position to 2,983 shares worth $900K. The position accounts for 0.45% of the portfolio, ranked #43.

Meriwether Wealth & Planning first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Meriwether Wealth & Planning held 2,983 shares of KLA worth $900K as of Q2 2026.
  • Meriwether Wealth & Planning bought 3 KLA shares in Q2 2026, an estimated $596.
  • KLA made up 0.45% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #43 holding.
  • Meriwether Wealth & Planning first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • 414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.