MWM
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Modera Wealth Management’s KLA KLAC Stock Holding History

Modera 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 		$275K Buy
+911
New +$181K ﹤0.01% 569
2022
Q1 		– Sell
-13,960
Closed -$600K – 482
2021
Q4 		$600K Buy
+13,960
New +$539K 0.02% 243

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

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

Modera Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 911 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in KLAC as recently as Q4 2021.

Modera Wealth Management first reported a position in KLAC in Q4 2021 and has held it in 2 quarters since. The position peaked at $600K in Q4 2021. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Modera Wealth Management held 911 shares of KLA worth $275K as of Q2 2026.
  • KLA was a new Modera Wealth Management position in Q2 2026.
  • KLA made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #569 holding.
  • Modera Wealth Management first reported a position in KLA in Q4 2021 and has held it in 2 quarters since.
  • Modera Wealth Management's KLA position peaked at $600K in Q4 2021.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.