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NewEdge Wealth’s KLA KLAC Stock Holding History

NewEdge Wealth’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 		$176M Buy
583,113
+20,463
+4% +$4.06M 1.76% 7
2026
Q1 		$82.8M Buy
562,650
+9,420
+2% +$1.38M 0.99% 19
2025
Q4 		$67.2M Buy
553,230
+11,300
+2% +$1.33M 0.76% 27
2025
Q3 		$66.5M Sell
541,930
-1,090
-0.2% -$102K 0.95% 16
2025
Q2 		$49.5M Sell
543,020
-230,670
-30% -$17.4M 0.78% 24
2025
Q1 		$52.6M Sell
773,690
-7,520
-1% -$542K 0.95% 19
2024
Q4 		$49.2M Buy
781,210
+52,570
+7% +$3.55M 0.85% 23
2024
Q3 		$56.4M Buy
728,640
+18,150
+3% +$1.42M 1.02% 16
2024
Q2 		$58.6M Buy
710,490
+2,590
+0.4% +$191K 1.27% 9
2024
Q1 		$48.3M Sell
707,900
-118,500
-14% -$7.61M 1.08% 14
2023
Q4 		$48M Buy
826,400
+102,350
+14% +$5.33M 1.23% 10
2023
Q3 		$33.2M Buy
724,050
+167,420
+30% +$8.03M 1.05% 16
2023
Q2 		$27M Buy
556,630
+13,500
+2% +$564K 0.9% 22
2023
Q1 		$21.7M Buy
543,130
+31,990
+6% +$1.26M 0.82% 25
2022
Q4 		$19.3M Buy
511,140
+146,210
+40% +$5.1M 0.83% 27
2022
Q3 		$11M Buy
364,930
+356,090
+4,028% +$12.3M 0.52% 56
2022
Q2 		$282K Buy
+8,840
New +$297K 0.01% 476

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

NewEdge Wealth's KLAC Position: Q2 2026 in Review

NewEdge Wealth increased its KLA (KLAC) stake by 3.6% in Q2 2026, buying an estimated $4.06M and bringing the position to 583,113 shares worth $176M. The position accounts for 1.76% of the portfolio, ranked #7.

NewEdge Wealth first reported a position in KLAC in Q2 2022 and has held it in 17 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • NewEdge Wealth held 583,113 shares of KLA worth $176M as of Q2 2026.
  • NewEdge Wealth bought 20,463 KLA shares in Q2 2026, an estimated $4.06M.
  • KLA made up 1.76% of NewEdge Wealth's portfolio in Q2 2026, its #7 holding.
  • NewEdge Wealth first reported a position in KLA in Q2 2022 and has held it in 17 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.