PWA
KLAC icon

Principia Wealth Advisory’s KLA KLAC Stock Holding History

Principia Wealth Advisory’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 		$26.9K Sell
89
-651
-88% -$129K 0.01% 161
2026
Q1 		$109K Sell
740
-100
-12% -$14.6K 0.06% 101
2025
Q4 		$102K Buy
840
+800
+2,000% +$93.8K 0.06% 101
2025
Q3 		$4.31K Hold
40
– – ﹤0.01% 293
2025
Q2 		$3.58K Sell
40
-60
-60% -$4.51K ﹤0.01% 280
2025
Q1 		$7.03K Buy
100
+60
+150% +$4.32K 0.01% 156
2024
Q4 		$2.52K Buy
+40
New +$2.7K ﹤0.01% 211

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

Principia Wealth Advisory's KLAC Position: Q2 2026 in Review

Principia Wealth Advisory reduced its KLA (KLAC) stake by 88% in Q2 2026, selling an estimated $129K and leaving 89 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #161.

Principia Wealth Advisory first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $109K in Q1 2026. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Principia Wealth Advisory held 89 shares of KLA worth $26.9K as of Q2 2026.
  • Principia Wealth Advisory sold 651 KLA shares in Q2 2026, an estimated $129K.
  • KLA made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #161 holding.
  • Principia Wealth Advisory first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's KLA position peaked at $109K in Q1 2026.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.