NewSquare Capital’s KLA KLAC Stock Holding History

NewSquare Capital’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	$494K	Buy	+1,636	New	+$325K	0.04%	183
2025 Q3	–	Sell	-1,030	Closed	-$92.3K	–	737
2025 Q2	$92.3K	Buy	1,030 +280	+37%	+$21.1K	0.01%	221
2025 Q1	$51K	Buy	750 +650	+650%	+$46.8K	﹤0.01%	237
2024 Q4	$6.3K	Buy	+100	New	+$6.76K	﹤0.01%	337
2022 Q4	–	Sell	-20	Closed	-$1K	–	856
2022 Q3	$1K	Buy	+20	New	+$693	﹤0.01%	397
2022 Q1	–	Sell	-200	Closed	-$9K	–	424
2021 Q4	$9K	Hold	200	–	–	﹤0.01%	286
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	295
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	292
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	263
2020 Q4	$5K	Buy	+200	New	+$4.66K	﹤0.01%	291
2016 Q2	–	Sell	-1,210	Closed	-$9K	–	382
2016 Q1	$9K	Buy	+1,210	New	+$8.14K	﹤0.01%	297

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 $3.38T AUM 44.17% 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

NewSquare Capital's KLAC Position: Q2 2026 in Review

NewSquare Capital opened a new position in KLA (KLAC) in Q2 2026: 1,636 shares worth $494K. The stake represents 0.04% of the portfolio and ranks #183 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in KLAC as recently as Q2 2025.

NewSquare Capital first reported a position in KLAC in Q1 2016 and has held it in 11 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

NewSquare Capital held 1,636 shares of KLA worth $494K as of Q2 2026.
KLA was a new NewSquare Capital position in Q2 2026.
KLA made up 0.04% of NewSquare Capital's portfolio in Q2 2026, its #183 holding.
NewSquare Capital first reported a position in KLA in Q1 2016 and has held it in 11 quarters since.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.