Pacific Excel Wealth Advisors’s KLA KLAC Stock Holding History

Pacific Excel 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	$2.64M	Buy	+8,737	New	+$1.73M	1.02%	24

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 $3.37T AUM 44.26% 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

Pacific Excel Wealth Advisors's KLAC Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in KLA (KLAC) in Q2 2026: 8,737 shares worth $2.64M. The stake represents 1.02% of the portfolio and ranks #24 among its holdings.

2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Pacific Excel Wealth Advisors held 8,737 shares of KLA worth $2.64M as of Q2 2026.
KLA was a new Pacific Excel Wealth Advisors position in Q2 2026.
KLA made up 1.02% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #24 holding.
2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.