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Moneta Group Investment Advisors’s KLA KLAC Stock Holding History

Moneta Group Investment Advisors’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 		$3.74M Sell
12,380
-90
-0.7% -$17.9K 0.03% 218
2026
Q1 		$1.84M Buy
12,470
+420
+3% +$61.4K 0.01% 277
2025
Q4 		$1.46M Sell
12,050
-50
-0.4% -$5.87K 0.01% 305
2025
Q3 		$1.31M Buy
12,100
+1,590
+15% +$148K 0.01% 309
2025
Q2 		$941K Buy
10,510
+60
+0.6% +$4.51K 0.01% 320
2025
Q1 		$710K Buy
10,450
+40
+0.4% +$2.88K 0.01% 343
2024
Q4 		$656K Buy
10,410
+6,220
+148% +$420K 0.01% 345
2024
Q3 		$324K Buy
4,190
+250
+6% +$19.6K ﹤0.01% 498
2024
Q2 		$325K Buy
3,940
+500
+15% +$36.9K 0.01% 465
2024
Q1 		$240K Buy
+3,440
New +$221K ﹤0.01% 538
2018
Q1 		– Sell
-30
Closed – – 675
2017
Q4 		$0 Buy
+30
New +$316 ﹤0.01% 513

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

Moneta Group Investment Advisors's KLAC Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its KLA (KLAC) stake by 0.72% in Q2 2026, selling an estimated $17.9K and leaving 12,380 shares worth $3.74M. The position accounts for 0.03% of the portfolio, ranked #218.

Moneta Group Investment Advisors first reported a position in KLAC in Q4 2017 and has held it in 11 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Moneta Group Investment Advisors held 12,380 shares of KLA worth $3.74M as of Q2 2026.
  • Moneta Group Investment Advisors sold 90 KLA shares in Q2 2026, an estimated $17.9K.
  • KLA made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #218 holding.
  • Moneta Group Investment Advisors first reported a position in KLA in Q4 2017 and has held it in 11 quarters since.
  • 2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.