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Personal CFO Solutions’s KLA KLAC Stock Holding History

Personal CFO Solutions’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 		$1.35M Sell
4,467
-393
-8% -$78K 0.19% 83
2026
Q1 		$715K Buy
4,860
+610
+14% +$89.2K 0.1% 181
2025
Q4 		$516K Buy
4,250
+420
+11% +$49.3K 0.08% 232
2025
Q3 		$413K Buy
3,830
+320
+9% +$29.9K 0.07% 261
2025
Q2 		$314K Sell
3,510
-170
-5% -$12.8K 0.06% 317
2025
Q1 		$250K Buy
3,680
+40
+1% +$2.88K 0.05% 364
2024
Q4 		$230K Sell
3,640
-520
-13% -$35.1K 0.05% 404
2024
Q3 		$323K Sell
4,160
-20
-0.5% -$1.57K 0.05% 396
2024
Q2 		$345K Buy
4,180
+140
+3% +$10.3K 0.05% 339
2024
Q1 		$283K Buy
4,040
+120
+3% +$7.71K 0.04% 414
2023
Q4 		$228K Buy
+3,920
New +$204K 0.04% 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

Personal CFO Solutions's KLAC Position: Q2 2026 in Review

Personal CFO Solutions reduced its KLA (KLAC) stake by 8.1% in Q2 2026, selling an estimated $78K and leaving 4,467 shares worth $1.35M. The position accounts for 0.19% of the portfolio, ranked #83.

Personal CFO Solutions first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 2,484 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Personal CFO Solutions held 4,467 shares of KLA worth $1.35M as of Q2 2026.
  • Personal CFO Solutions sold 393 KLA shares in Q2 2026, an estimated $78K.
  • KLA made up 0.19% of Personal CFO Solutions's portfolio in Q2 2026, its #83 holding.
  • Personal CFO Solutions first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
  • 2,484 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.