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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

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

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. 2,485 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.
  • 2,485 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.