Moss Adams Wealth Advisors’s KLA KLAC Stock Holding History

Moss Adams Wealth 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	$1.58M	Buy	5,251 +201	+4%	+$39.9K	0.1%	68
2026 Q1	$744K	Buy	5,050 +100	+2%	+$14.6K	0.05%	107
2025 Q4	$601K	Sell	4,950 -80	-2%	-$9.38K	0.04%	116
2025 Q3	$543K	Buy	5,030 +70	+1%	+$6.53K	0.04%	122
2025 Q2	$444K	Buy	4,960 +950	+24%	+$71.5K	0.04%	139
2025 Q1	$273K	Buy	+4,010	New	+$289K	0.03%	169

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Moss Adams Wealth Advisors's KLAC Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its KLA (KLAC) stake by 4% in Q2 2026, buying an estimated $39.9K and bringing the position to 5,251 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #68.

Moss Adams Wealth Advisors 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.

Moss Adams Wealth Advisors held 5,251 shares of KLA worth $1.58M as of Q2 2026.
Moss Adams Wealth Advisors bought 201 KLA shares in Q2 2026, an estimated $39.9K.
KLA made up 0.1% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Moss Adams Wealth Advisors 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 Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.