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Quadrant Private Wealth Management’s KLA KLAC Stock Holding History

Quadrant Private Wealth Management’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 		– Sell
-3,720
Closed -$548K – 234
2026
Q1 		$548K Buy
3,720
+340
+10% +$49.7K 0.08% 173
2025
Q4 		$411K Buy
3,380
+120
+4% +$14.1K 0.07% 188
2025
Q3 		$352K Buy
3,260
+20
+0.6% +$1.87K 0.06% 190
2025
Q2 		$290K Buy
3,240
+90
+3% +$6.77K 0.06% 196
2025
Q1 		$214K Buy
+3,150
New +$227K 0.05% 216
2024
Q4 		– Sell
-3,050
Closed -$236K – 249
2024
Q3 		$236K Hold
3,050
– – 0.06% 212
2024
Q2 		$251K Buy
3,050
+70
+2% +$5.17K 0.06% 208
2024
Q1 		$208K Buy
+2,980
New +$191K 0.05% 219
2023
Q4 		– Sell
-5,170
Closed -$237K – 251
2023
Q3 		$237K Buy
5,170
+140
+3% +$6.71K 0.08% 188
2023
Q2 		$244K Hold
5,030
– – 0.07% 211
2023
Q1 		$201K Buy
+5,030
New +$198K 0.06% 234

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

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

Quadrant Private Wealth Management sold out of KLA (KLAC) in Q2 2026, closing a stake of 3,720 shares — an estimated $548K sold.

Quadrant Private Wealth Management first reported a position in KLAC in Q1 2023 and held it in 11 quarters. The position peaked at $548K in Q1 2026. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining KLA position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 3,720 KLA shares in Q2 2026, an estimated $548K.
  • Quadrant Private Wealth Management first reported a position in KLA in Q1 2023 and held it in 11 quarters.
  • Quadrant Private Wealth Management's KLA position peaked at $548K in Q1 2026.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.