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Prosperity Financial Group’s KLA KLAC Stock Holding History

Prosperity Financial 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 		$2.94M Sell
9,748
-32
-0.3% -$6.35K 0.91% 36
2026
Q1 		$1.44M Sell
9,780
-200
-2% -$29.3K 0.53% 50
2025
Q4 		$1.21M Sell
9,980
-880
-8% -$103K 0.44% 60
2025
Q3 		$1.17M Buy
10,860
+100
+0.9% +$9.33K 0.43% 65
2025
Q2 		$964K Buy
10,760
+80
+0.7% +$6.02K 0.41% 63
2025
Q1 		$726K Buy
10,680
+110
+1% +$7.92K 0.36% 70
2024
Q4 		$666K Sell
10,570
-100
-0.9% -$6.76K 0.33% 77
2024
Q3 		$826K Sell
10,670
-180
-2% -$14.1K 0.46% 58
2024
Q2 		$895K Buy
10,850
+240
+2% +$17.7K 0.56% 50
2024
Q1 		$741K Buy
10,610
+700
+7% +$45K 0.46% 55
2023
Q4 		$576K Buy
9,910
+50
+0.5% +$2.6K 0.4% 58
2023
Q3 		$452K Buy
9,860
+100
+1% +$4.8K 0.37% 60
2023
Q2 		$473K Sell
9,760
-490
-5% -$20.5K 0.42% 56
2023
Q1 		$409K Sell
10,250
-500
-5% -$19.7K 0.41% 56
2022
Q4 		$405K Buy
+10,750
New +$375K 0.44% 48

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

Prosperity Financial Group's KLAC Position: Q2 2026 in Review

Prosperity Financial Group reduced its KLA (KLAC) stake by 0.33% in Q2 2026, selling an estimated $6.35K and leaving 9,748 shares worth $2.94M. The position accounts for 0.91% of the portfolio, ranked #36.

Prosperity Financial Group first reported a position in KLAC in Q4 2022 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Prosperity Financial Group held 9,748 shares of KLA worth $2.94M as of Q2 2026.
  • Prosperity Financial Group sold 32 KLA shares in Q2 2026, an estimated $6.35K.
  • KLA made up 0.91% of Prosperity Financial Group's portfolio in Q2 2026, its #36 holding.
  • Prosperity Financial Group first reported a position in KLA in Q4 2022 and has held it in 15 quarters since.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.