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Mindset Wealth Management’s KLA KLAC Stock Holding History

Mindset Wealth 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 		$2.74M Buy
9,081
+171
+2% +$33.9K 0.53% 17
2026
Q1 		$1.31M Sell
8,910
-1,010
-10% -$148K 0.35% 32
2025
Q4 		$1.21M Buy
9,920
+10
+0.1% +$1.17K 0.32% 32
2025
Q3 		$1.07M Sell
9,910
-10
-0.1% -$933 0.29% 33
2025
Q2 		$889K Buy
9,920
+220
+2% +$16.6K 0.29% 34
2025
Q1 		$659K Sell
9,700
-860
-8% -$61.9K 0.26% 45
2024
Q4 		$665K Sell
10,560
-680
-6% -$46K 0.24% 42
2024
Q3 		$870K Buy
+11,240
New +$882K 0.36% 24

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

Mindset Wealth Management's KLAC Position: Q2 2026 in Review

Mindset Wealth Management increased its KLA (KLAC) stake by 1.9% in Q2 2026, buying an estimated $33.9K and bringing the position to 9,081 shares worth $2.74M. The position accounts for 0.53% of the portfolio, ranked #17.

Mindset Wealth Management first reported a position in KLAC in Q3 2024 and has held it in 8 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Mindset Wealth Management held 9,081 shares of KLA worth $2.74M as of Q2 2026.
  • Mindset Wealth Management bought 171 KLA shares in Q2 2026, an estimated $33.9K.
  • KLA made up 0.53% of Mindset Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Mindset Wealth Management first reported a position in KLA in Q3 2024 and has held it in 8 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.