Nvest Wealth Strategies’s KLA KLAC Stock Holding History

Nvest Wealth Strategies’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	$3.02K	Hold	10	–	–	﹤0.01%	175
2026 Q1	$1.47K	Buy	+10	New	+$1.46K	﹤0.01%	195

Other funds holding KLAC

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nvest Wealth Strategies's KLAC Position: Q2 2026 in Review

Nvest Wealth Strategies held its KLA (KLAC) position steady in Q2 2026 at 10 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Nvest Wealth Strategies first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 1,794 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Nvest Wealth Strategies held 10 shares of KLA worth $3.02K as of Q2 2026.
Nvest Wealth Strategies left its KLA share count unchanged in Q2 2026.
KLA made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #175 holding.
Nvest Wealth Strategies first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
1,794 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.