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Opal Wealth Advisors’s KLA KLAC Stock Holding History

Opal 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 		– Sell
-190
Closed -$28K – 413
2026
Q1 		$28K Buy
+190
New +$27.8K 0.01% 528
2025
Q3 		– Sell
-800
Closed -$71.7K – 379
2025
Q2 		$71.7K Sell
800
-120
-13% -$9.03K 0.02% 318
2025
Q1 		$62.5K Buy
+920
New +$66.3K 0.02% 332
2024
Q3 		– Sell
-790
Closed -$65.1K – 717
2024
Q2 		$65.1K Buy
+790
New +$58.4K 0.02% 324

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

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

Opal Wealth Advisors sold out of KLA (KLAC) in Q2 2026, closing a stake of 190 shares — an estimated $28K sold.

Opal Wealth Advisors first reported a position in KLAC in Q2 2024 and held it in 4 quarters. The position peaked at $71.7K in Q2 2025. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining KLA position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 190 KLA shares in Q2 2026, an estimated $28K.
  • Opal Wealth Advisors first reported a position in KLA in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's KLA position peaked at $71.7K in Q2 2025.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.