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RMG Wealth Management’s KLA KLAC Stock Holding History

RMG 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 		$16.7K Sell
80
-20
-20% -$3.97K ﹤0.01% 241
2026
Q1 		$18.5K Buy
100
+20
+25% +$2.93K ﹤0.01% 239
2025
Q4 		$12.1K Buy
+80
New +$9.38K ﹤0.01% 245

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

RMG Wealth Management's KLAC Position: Q2 2026 in Review

RMG Wealth Management reduced its KLA (KLAC) stake by 20% in Q2 2026, selling an estimated $3.97K and leaving 80 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

RMG Wealth Management first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.5K in Q1 2026. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • RMG Wealth Management held 80 shares of KLA worth $16.7K as of Q2 2026.
  • RMG Wealth Management sold 20 KLA shares in Q2 2026, an estimated $3.97K.
  • KLA made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #241 holding.
  • RMG Wealth Management first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • RMG Wealth Management's KLA position peaked at $18.5K in Q1 2026.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.