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Modern Wealth Management’s KLA KLAC Stock Holding History

Modern 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 		$2.97M Buy
9,846
+2,656
+37% +$527K 0.04% 329
2026
Q1 		$1.09M Buy
7,190
+920
+15% +$135K 0.02% 405
2025
Q4 		$762K Buy
6,270
+590
+10% +$69.2K 0.01% 458
2025
Q3 		$613K Buy
5,680
+1,110
+24% +$104K 0.01% 469
2025
Q2 		$410K Buy
4,570
+570
+14% +$42.9K 0.01% 531
2025
Q1 		$272K Buy
+4,000
New +$288K 0.01% 562

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

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

Modern Wealth Management increased its KLA (KLAC) stake by 37% in Q2 2026, buying an estimated $527K and bringing the position to 9,846 shares worth $2.97M. The position accounts for 0.04% of the portfolio, ranked #329.

Modern Wealth Management first reported a position in KLAC in Q1 2025 and has held it in 6 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Modern Wealth Management held 9,846 shares of KLA worth $2.97M as of Q2 2026.
  • Modern Wealth Management bought 2,656 KLA shares in Q2 2026, an estimated $527K.
  • KLA made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Modern Wealth Management first reported a position in KLA in Q1 2025 and has held it in 6 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.