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One Charles Private Wealth Services’s KLA KLAC Stock Holding History

One Charles Private Wealth Services’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 		$733K Buy
2,430
+10
+0.4% +$1.99K 0.17% 78
2026
Q1 		$356K Hold
2,420
– – 0.09% 112
2025
Q4 		$294K Hold
2,420
– – 0.08% 130
2025
Q3 		$261K Hold
2,420
– – 0.07% 137
2025
Q2 		$217K Buy
+2,420
New +$182K 0.06% 147

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

One Charles Private Wealth Services's KLAC Position: Q2 2026 in Review

One Charles Private Wealth Services increased its KLA (KLAC) stake by 0.41% in Q2 2026, buying an estimated $1.99K and bringing the position to 2,430 shares worth $733K. The position accounts for 0.17% of the portfolio, ranked #78.

One Charles Private Wealth Services first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • One Charles Private Wealth Services held 2,430 shares of KLA worth $733K as of Q2 2026.
  • One Charles Private Wealth Services bought 10 KLA shares in Q2 2026, an estimated $1.99K.
  • KLA made up 0.17% of One Charles Private Wealth Services's portfolio in Q2 2026, its #78 holding.
  • One Charles Private Wealth Services first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
  • 414 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.