Potentia Wealth’s KLA KLAC Stock Holding History

Potentia Wealth’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	$453K	Hold	1,500	–	–	0.19%	47
2026 Q1	$221K	Sell	1,500 -480	-24%	-$70.2K	0.09%	84
2025 Q4	$241K	Hold	1,980	–	–	0.09%	86
2025 Q3	$214K	Buy	+1,980	New	+$185K	0.08%	92

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 $3.38T AUM 44.17% 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

Potentia Wealth's KLAC Position: Q2 2026 in Review

Potentia Wealth held its KLA (KLAC) position steady in Q2 2026 at 1,500 shares worth $453K. The position accounts for 0.19% of the portfolio, ranked #47.

Potentia Wealth first reported a position in KLAC in Q3 2025 and has held it in 4 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Potentia Wealth held 1,500 shares of KLA worth $453K as of Q2 2026.
Potentia Wealth left its KLA share count unchanged in Q2 2026.
KLA made up 0.19% of Potentia Wealth's portfolio in Q2 2026, its #47 holding.
Potentia Wealth first reported a position in KLA in Q3 2025 and has held it in 4 quarters since.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.