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ORG Wealth Partners’s KLA KLAC Stock Holding History

ORG Wealth Partners’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 		$938K Buy
3,110
+260
+9% +$51.6K 0.14% 81
2026
Q1 		$420K Buy
2,850
+190
+7% +$27.8K 0.08% 148
2025
Q4 		$323K Hold
2,660
– – 0.08% 158
2025
Q3 		$287K Buy
+2,660
New +$248K 0.06% 169
2025
Q2 		– Sell
-10
Closed -$752 – 680
2025
Q1 		$682 Sell
10
-30
-75% -$2.16K ﹤0.01% 714
2024
Q4 		$2.52K Buy
40
+20
+100% +$1.35K ﹤0.01% 462
2024
Q3 		$1.55K Buy
+20
New +$1.57K ﹤0.01% 451

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

ORG Wealth Partners's KLAC Position: Q2 2026 in Review

ORG Wealth Partners increased its KLA (KLAC) stake by 9.1% in Q2 2026, buying an estimated $51.6K and bringing the position to 3,110 shares worth $938K. The position accounts for 0.14% of the portfolio, ranked #81.

ORG Wealth Partners first reported a position in KLAC in Q3 2024 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • ORG Wealth Partners held 3,110 shares of KLA worth $938K as of Q2 2026.
  • ORG Wealth Partners bought 260 KLA shares in Q2 2026, an estimated $51.6K.
  • KLA made up 0.14% of ORG Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • ORG Wealth Partners first reported a position in KLA in Q3 2024 and has held it in 7 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.