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Root Financial Partners’s KLA KLAC Stock Holding History

Root Financial Partners’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 		$2.42M Sell
8,034
-186
-2% -$36.9K 0.09% 67
2026
Q1 		$1.21M Buy
8,220
+260
+3% +$38K 0.06% 88
2025
Q4 		$967K Buy
7,960
+100
+1% +$11.7K 0.05% 100
2025
Q3 		$848K Buy
7,860
+350
+5% +$32.7K 0.05% 95
2025
Q2 		$673K Buy
7,510
+190
+3% +$14.3K 0.07% 96
2025
Q1 		$498K Buy
7,320
+210
+3% +$15.1K 0.05% 117
2024
Q4 		$448K Buy
7,110
+330
+5% +$22.3K 0.06% 123
2024
Q3 		$525K Buy
6,780
+200
+3% +$15.7K 0.08% 86
2024
Q2 		$543K Buy
6,580
+20
+0.3% +$1.48K 0.13% 64
2024
Q1 		$458K Buy
6,560
+260
+4% +$16.7K 0.14% 59
2023
Q4 		$366K Sell
6,300
-610
-9% -$31.8K 0.14% 58
2023
Q3 		$317K Sell
6,910
-500
-7% -$24K 0.17% 55
2023
Q2 		$359K Sell
7,410
-260
-3% -$10.9K 0.21% 49
2023
Q1 		$306K Buy
+7,670
New +$302K 0.22% 52

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

Root Financial Partners's KLAC Position: Q2 2026 in Review

Root Financial Partners reduced its KLA (KLAC) stake by 2.3% in Q2 2026, selling an estimated $36.9K and leaving 8,034 shares worth $2.42M. The position accounts for 0.09% of the portfolio, ranked #67.

Root Financial Partners first reported a position in KLAC in Q1 2023 and has held it in 14 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Root Financial Partners held 8,034 shares of KLA worth $2.42M as of Q2 2026.
  • Root Financial Partners sold 186 KLA shares in Q2 2026, an estimated $36.9K.
  • KLA made up 0.09% of Root Financial Partners's portfolio in Q2 2026, its #67 holding.
  • Root Financial Partners first reported a position in KLA in Q1 2023 and has held it in 14 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.