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Mowery & Schoenfeld Wealth Management’s KLA KLAC Stock Holding History

Mowery & Schoenfeld 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 		$368K Hold
1,220
– – 0.5% 38
2026
Q1 		$180K Hold
1,220
– – 0.27% 60
2025
Q4 		$148K Hold
1,220
– – 0.21% 72
2025
Q3 		$132K Sell
1,220
-170
-12% -$15.9K 0.23% 68
2025
Q2 		$125K Hold
1,390
– – 0.19% 64
2025
Q1 		$94.5K Hold
1,390
– – 0.19% 83
2024
Q4 		$87.6K Buy
+1,390
New +$93.9K 0.17% 82

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's KLAC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its KLA (KLAC) position steady in Q2 2026 at 1,220 shares worth $368K. The position accounts for 0.5% of the portfolio, ranked #38.

Mowery & Schoenfeld Wealth Management first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 1,649 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,220 shares of KLA worth $368K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.5% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • 1,649 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.