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Mission Wealth Management’s KLA KLAC Stock Holding History

Mission 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 		$16.6M Buy
54,926
+40,096
+270% +$7.96M 0.2% 72
2026
Q1 		$2.18M Buy
14,830
+1,230
+9% +$180K 0.04% 202
2025
Q4 		$1.65M Buy
13,600
+180
+1% +$21.1K 0.03% 240
2025
Q3 		$1.45M Buy
13,420
+5,510
+70% +$514K 0.03% 260
2025
Q2 		$708K Buy
7,910
+20
+0.3% +$1.5K 0.02% 398
2025
Q1 		$537K Sell
7,890
-4,020
-34% -$290K 0.01% 435
2024
Q4 		$750K Sell
11,910
-260
-2% -$17.6K 0.02% 342
2024
Q3 		$943K Buy
12,170
+4,520
+59% +$355K 0.02% 305
2024
Q2 		$631K Sell
7,650
-3,150
-29% -$233K 0.02% 360
2024
Q1 		$754K Buy
10,800
+660
+7% +$42.4K 0.02% 347
2023
Q4 		$589K Sell
10,140
-980
-9% -$51K 0.02% 336
2023
Q3 		$510K Sell
11,120
-150
-1% -$7.19K 0.02% 334
2023
Q2 		$547K Buy
11,270
+2,570
+30% +$107K 0.02% 329
2023
Q1 		$347K Buy
8,700
+60
+0.7% +$2.37K 0.01% 415
2022
Q4 		$326K Sell
8,640
-340
-4% -$11.8K 0.02% 406
2022
Q3 		$272K Buy
8,980
+200
+2% +$6.93K 0.01% 414
2022
Q2 		$280K Sell
8,780
-330
-4% -$11.1K 0.01% 404
2022
Q1 		$334K Buy
9,110
+4,280
+89% +$160K 0.02% 396
2021
Q4 		$208K Buy
+4,830
New +$186K 0.01% 510

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

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

Mission Wealth Management increased its KLA (KLAC) stake by 270% in Q2 2026, buying an estimated $7.96M and bringing the position to 54,926 shares worth $16.6M. The position accounts for 0.2% of the portfolio, ranked #72.

Mission Wealth Management first reported a position in KLAC in Q4 2021 and has held it in 19 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Mission Wealth Management held 54,926 shares of KLA worth $16.6M as of Q2 2026.
  • Mission Wealth Management bought 40,096 KLA shares in Q2 2026, an estimated $7.96M.
  • KLA made up 0.2% of Mission Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Mission Wealth Management first reported a position in KLA in Q4 2021 and has held it in 19 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.