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Octavia Wealth Advisors’s KLA KLAC Stock Holding History

Octavia Wealth Advisors’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 		$353K Sell
1,169
-281
-19% -$55.8K 0.03% 156
2026
Q1 		$213K Sell
1,450
-300
-17% -$43.9K 0.02% 221
2025
Q4 		$208K Sell
1,750
-260
-13% -$30.5K 0.02% 236
2025
Q3 		$217K Buy
+2,010
New +$188K 0.02% 234
2024
Q3 		– Sell
-2,550
Closed -$210K – 228
2024
Q2 		$210K Sell
2,550
-360
-12% -$26.6K 0.03% 204
2024
Q1 		$203K Sell
2,910
-670
-19% -$43K 0.03% 211
2023
Q4 		$208K Buy
+3,580
New +$186K 0.04% 211

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

Octavia Wealth Advisors's KLAC Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its KLA (KLAC) stake by 19% in Q2 2026, selling an estimated $55.8K and leaving 1,169 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #156.

Octavia Wealth Advisors first reported a position in KLAC in Q4 2023 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Octavia Wealth Advisors held 1,169 shares of KLA worth $353K as of Q2 2026.
  • Octavia Wealth Advisors sold 281 KLA shares in Q2 2026, an estimated $55.8K.
  • KLA made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • Octavia Wealth Advisors first reported a position in KLA in Q4 2023 and has held it in 7 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.