Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$647K Buy
+2,143
New +$425K 0.07% 145
2024
Q2
Sell
-8,540
Closed -$597K 251
2024
Q1
$597K Sell
8,540
-1,820
-18% -$117K 0.1% 110
2023
Q4
$602K Sell
10,360
-4,260
-29% -$222K 0.12% 92
2023
Q3
$671K Buy
14,620
+1,240
+9% +$59.5K 0.15% 79
2023
Q2
$649K Buy
13,380
+5,460
+69% +$228K 0.14% 84
2023
Q1
$316K Sell
7,920
-20
-0.3% -$788 0.07% 145
2022
Q4
$299K Buy
+7,940
New +$277K 0.07% 145

Other funds holding KLAC

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

One Wealth Advisors opened a new position in KLA (KLAC) in Q2 2026: 2,143 shares worth $647K. The stake represents 0.07% of the portfolio and ranks #145 among its holdings. This is a return to the name: One Wealth Advisors previously reported a position in KLAC as recently as Q1 2024.

One Wealth Advisors first reported a position in KLAC in Q4 2022 and has held it in 7 quarters since. The position peaked at $671K in Q3 2023. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • One Wealth Advisors held 2,143 shares of KLA worth $647K as of Q2 2026.
  • KLA was a new One Wealth Advisors position in Q2 2026.
  • KLA made up 0.07% of One Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • One Wealth Advisors first reported a position in KLA in Q4 2022 and has held it in 7 quarters since.
  • One Wealth Advisors's KLA position peaked at $671K in Q3 2023.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.