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Outlook Wealth Advisors’s KLA KLAC Stock Holding History

Outlook 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 		$1.1M Sell
3,637
-133
-4% -$26.4K 0.24% 91
2026
Q1 		$555K Hold
3,770
– – 0.13% 160
2025
Q4 		$458K Sell
3,770
-100
-3% -$11.7K 0.1% 177
2025
Q3 		$418K Sell
3,870
-1,720
-31% -$160K 0.1% 174
2025
Q2 		$501K Sell
5,590
-120
-2% -$9.03K 0.13% 143
2025
Q1 		$388K Buy
5,710
+80
+1% +$5.76K 0.11% 183
2024
Q4 		$355K Buy
5,630
+1,070
+23% +$72.3K 0.1% 203
2024
Q3 		$353K Buy
4,560
+280
+7% +$22K 0.1% 195
2024
Q2 		$353K Sell
4,280
-1,150
-21% -$85K 0.11% 182
2024
Q1 		$379K Buy
5,430
+960
+21% +$61.7K 0.12% 170
2023
Q4 		$260K Buy
+4,470
New +$233K 0.09% 185

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

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

Outlook Wealth Advisors reduced its KLA (KLAC) stake by 3.5% in Q2 2026, selling an estimated $26.4K and leaving 3,637 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #91.

Outlook Wealth Advisors first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Outlook Wealth Advisors held 3,637 shares of KLA worth $1.1M as of Q2 2026.
  • Outlook Wealth Advisors sold 133 KLA shares in Q2 2026, an estimated $26.4K.
  • KLA made up 0.24% of Outlook Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Outlook Wealth Advisors first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.