QTR Family Wealth’s KLA KLAC Stock Holding History

QTR Family 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	$462K	Buy	1,533 +263	+21%	+$52.2K	0.16%	139
2026 Q1	$228K	Buy	+1,270	New	+$186K	0.09%	252

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

QTR Family Wealth's KLAC Position: Q2 2026 in Review

QTR Family Wealth increased its KLA (KLAC) stake by 21% in Q2 2026, buying an estimated $52.2K and bringing the position to 1,533 shares worth $462K. The position accounts for 0.16% of the portfolio, ranked #139.

QTR Family Wealth first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

QTR Family Wealth held 1,533 shares of KLA worth $462K as of Q2 2026.
QTR Family Wealth bought 263 KLA shares in Q2 2026, an estimated $52.2K.
KLA made up 0.16% of QTR Family Wealth's portfolio in Q2 2026, its #139 holding.
QTR Family Wealth first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.