OneAscent Family Office’s KLA KLAC Stock Holding History

OneAscent Family Office’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	$1.17M	Buy	3,862 +62	+2%	+$12.3K	0.59%	35
2026 Q1	$560K	Buy	3,800 +230	+6%	+$33.6K	0.39%	62
2025 Q4	$434K	Sell	3,570 -50	-1%	-$5.87K	0.29%	85
2025 Q3	$390K	Buy	3,620 +10	+0.3%	+$933	0.32%	82
2025 Q2	$323K	Buy	+3,610	New	+$272K	0.31%	81

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

OneAscent Family Office's KLAC Position: Q2 2026 in Review

OneAscent Family Office increased its KLA (KLAC) stake by 1.6% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,862 shares worth $1.17M. The position accounts for 0.59% of the portfolio, ranked #35.

OneAscent Family Office first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

OneAscent Family Office held 3,862 shares of KLA worth $1.17M as of Q2 2026.
OneAscent Family Office bought 62 KLA shares in Q2 2026, an estimated $12.3K.
KLA made up 0.59% of OneAscent Family Office's portfolio in Q2 2026, its #35 holding.
OneAscent Family Office first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.