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Sagespring Wealth Partners’s KLA KLAC Stock Holding History

Sagespring Wealth 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 		$5.95M Sell
19,705
-535
-3% -$106K 0.09% 118
2026
Q1 		$2.98M Buy
20,240
+2,470
+14% +$361K 0.05% 161
2025
Q4 		$2.16M Buy
17,770
+1,510
+9% +$177K 0.04% 181
2025
Q3 		$1.75M Buy
16,260
+1,220
+8% +$114K 0.03% 204
2025
Q2 		$1.35M Buy
15,040
+2,310
+18% +$174K 0.03% 225
2025
Q1 		$865K Buy
12,730
+4,510
+55% +$325K 0.02% 266
2024
Q4 		$518K Buy
+8,220
New +$556K 0.01% 343

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

Sagespring Wealth Partners's KLAC Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its KLA (KLAC) stake by 2.6% in Q2 2026, selling an estimated $106K and leaving 19,705 shares worth $5.95M. The position accounts for 0.09% of the portfolio, ranked #118.

Sagespring Wealth Partners first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Sagespring Wealth Partners held 19,705 shares of KLA worth $5.95M as of Q2 2026.
  • Sagespring Wealth Partners sold 535 KLA shares in Q2 2026, an estimated $106K.
  • KLA made up 0.09% of Sagespring Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • Sagespring Wealth Partners first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • 2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.