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Newbridge Financial Services Group’s KLA KLAC Stock Holding History

Newbridge Financial Services Group’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 		$127K Buy
421
+31
+8% +$6.15K 0.02% 305
2026
Q1 		$57.6K Sell
390
-400
-51% -$58.5K 0.01% 400
2025
Q4 		$96.1K Buy
790
+120
+18% +$14.1K 0.01% 323
2025
Q3 		$72.4K Buy
670
+260
+63% +$24.3K 0.01% 446
2025
Q2 		$36.8K Sell
410
-390
-49% -$29.3K 0.01% 568
2025
Q1 		$54.5K Buy
800
+220
+38% +$15.8K 0.01% 353
2024
Q4 		$36.5K Sell
580
-10,100
-95% -$683K 0.01% 477
2024
Q3 		$827K Buy
10,680
+7,850
+277% +$616K 0.29% 72
2024
Q2 		$233K Sell
2,830
-110
-4% -$8.13K 0.09% 166
2024
Q1 		$206K Sell
2,940
-10,940
-79% -$703K 0.09% 187
2023
Q4 		$807K Buy
13,880
+410
+3% +$21.3K 0.39% 52
2023
Q3 		$618K Buy
13,470
+20
+0.1% +$959 0.31% 64
2023
Q2 		$652K Sell
13,450
-190
-1% -$7.94K 0.32% 63
2023
Q1 		$544K Sell
13,640
-480
-3% -$18.9K 0.29% 76
2022
Q4 		$532K Sell
14,120
-360
-2% -$12.5K 0.31% 78
2022
Q3 		$438K Sell
14,480
-3,890
-21% -$135K 0.26% 91
2022
Q2 		$586K Buy
18,370
+3,410
+23% +$115K 0.36% 64
2022
Q1 		$547K Buy
14,960
+12,400
+484% +$464K 0.27% 74
2021
Q4 		$110K Hold
2,560
– – 0.05% 283
2021
Q3 		$86K Buy
2,560
+220
+9% +$7.34K 0.05% 291
2021
Q2 		$76K Buy
2,340
+1,540
+193% +$49.3K 0.05% 334
2021
Q1 		$26K Sell
800
-3,550
-82% -$107K 0.02% 616
2020
Q4 		$113K Sell
4,350
-2,040
-32% -$47.5K 0.09% 206
2020
Q3 		$124K Buy
+6,390
New +$126K 0.12% 171

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

Newbridge Financial Services Group's KLAC Position: Q2 2026 in Review

Newbridge Financial Services Group increased its KLA (KLAC) stake by 7.9% in Q2 2026, buying an estimated $6.15K and bringing the position to 421 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #305.

Newbridge Financial Services Group first reported a position in KLAC in Q3 2020 and has held it in 24 quarters since. The position peaked at $827K in Q3 2024. 2,471 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Newbridge Financial Services Group held 421 shares of KLA worth $127K as of Q2 2026.
  • Newbridge Financial Services Group bought 31 KLA shares in Q2 2026, an estimated $6.15K.
  • KLA made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #305 holding.
  • Newbridge Financial Services Group first reported a position in KLA in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's KLA position peaked at $827K in Q3 2024.
  • 2,471 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.