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RMR Wealth Builders’s KLA KLAC Stock Holding History

RMR Wealth Builders’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 		$6.43M Buy
21,318
+5,768
+37% +$1.15M 0.4% 42
2026
Q1 		$2.29M Buy
15,550
+12,480
+407% +$1.83M 0.18% 79
2025
Q4 		$373K Sell
3,070
-690
-18% -$80.9K 0.03% 206
2025
Q3 		$406K Buy
3,760
+1,420
+61% +$132K 0.03% 194
2025
Q2 		$210K Buy
+2,340
New +$176K 0.02% 272
2024
Q4 		– Sell
-2,730
Closed -$211K – 263
2024
Q3 		$211K Sell
2,730
-150
-5% -$11.8K 0.02% 244
2024
Q2 		$237K Sell
2,880
-660
-19% -$48.8K 0.03% 222
2024
Q1 		$247K Buy
+3,540
New +$227K 0.03% 228

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

RMR Wealth Builders's KLAC Position: Q2 2026 in Review

RMR Wealth Builders increased its KLA (KLAC) stake by 37% in Q2 2026, buying an estimated $1.15M and bringing the position to 21,318 shares worth $6.43M. The position accounts for 0.4% of the portfolio, ranked #42.

RMR Wealth Builders first reported a position in KLAC in Q1 2024 and has held it in 8 quarters since. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • RMR Wealth Builders held 21,318 shares of KLA worth $6.43M as of Q2 2026.
  • RMR Wealth Builders bought 5,768 KLA shares in Q2 2026, an estimated $1.15M.
  • KLA made up 0.4% of RMR Wealth Builders's portfolio in Q2 2026, its #42 holding.
  • RMR Wealth Builders first reported a position in KLA in Q1 2024 and has held it in 8 quarters since.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.