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Oak Harbor Wealth Partners’s KLA KLAC Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-10,540
Closed -$1.55M – 263
2026
Q1 		$1.55M Sell
10,540
-1,280
-11% -$187K 0.36% 72
2025
Q4 		$1.44M Sell
11,820
-480
-4% -$56.3K 0.34% 69
2025
Q3 		$1.33M Buy
12,300
+1,840
+18% +$172K 0.33% 73
2025
Q2 		$937K Buy
10,460
+3,270
+45% +$246K 0.25% 87
2025
Q1 		$489K Buy
+7,190
New +$518K 0.14% 118

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

Oak Harbor Wealth Partners's KLAC Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of KLA (KLAC) in Q2 2026, closing a stake of 10,540 shares — an estimated $1.55M sold.

Oak Harbor Wealth Partners first reported a position in KLAC in Q1 2025 and held it in 5 quarters. The position peaked at $1.55M in Q1 2026. 2,478 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining KLA position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 10,540 KLA shares in Q2 2026, an estimated $1.55M.
  • Oak Harbor Wealth Partners first reported a position in KLA in Q1 2025 and held it in 5 quarters.
  • Oak Harbor Wealth Partners's KLA position peaked at $1.55M in Q1 2026.
  • 2,478 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.