Portus Wealth Advisors’s KLA KLAC Stock Holding History

Portus 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	-70	Closed	-$10.3K	–	302
2026 Q1	$10.3K	Buy	+70	New	+$10.2K	0.01%	129

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

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

Portus Wealth Advisors sold out of KLA (KLAC) in Q2 2026, closing a stake of 70 shares — an estimated $10.3K sold.

Portus Wealth Advisors first reported a position in KLAC in Q1 2026 and held it in 1 quarter. The position peaked at $10.3K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Portus Wealth Advisors reported no remaining KLA position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 70 KLA shares in Q2 2026, an estimated $10.3K.
Portus Wealth Advisors first reported a position in KLA in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's KLA position peaked at $10.3K in Q1 2026.
2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.