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Private Wealth Management Group’s KLA KLAC Stock Holding History

Private Wealth Management Group’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 		$14.8K Sell
49
-11
-18% -$2.18K ﹤0.01% 466
2026
Q1 		$8.84K Hold
60
– – ﹤0.01% 562
2025
Q4 		$7.29K Sell
60
-10
-14% -$1.17K ﹤0.01% 623
2025
Q3 		$7.55K Hold
70
– – ﹤0.01% 622
2025
Q2 		$6.27K Hold
70
– – ﹤0.01% 661
2025
Q1 		$4.76K Hold
70
– – ﹤0.01% 748
2024
Q4 		$4.41K Hold
70
– – ﹤0.01% 792
2024
Q3 		$5.42K Hold
70
– – ﹤0.01% 697
2024
Q2 		$5.77K Sell
70
-20
-22% -$1.48K ﹤0.01% 652
2024
Q1 		$6.29K Sell
90
-10
-10% -$642 ﹤0.01% 551
2023
Q4 		$5.81K Buy
+100
New +$5.21K ﹤0.01% 575

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

Private Wealth Management Group's KLAC Position: Q2 2026 in Review

Private Wealth Management Group reduced its KLA (KLAC) stake by 18% in Q2 2026, selling an estimated $2.18K and leaving 49 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Private Wealth Management Group first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Private Wealth Management Group held 49 shares of KLA worth $14.8K as of Q2 2026.
  • Private Wealth Management Group sold 11 KLA shares in Q2 2026, an estimated $2.18K.
  • KLA made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #466 holding.
  • Private Wealth Management Group first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.