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Savvy Advisors Inc’s KLA KLAC Stock Holding History

Savvy Advisors Inc’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 		$5.04M Buy
16,719
+2,219
+15% +$441K 0.11% 155
2026
Q1 		$2.13M Buy
14,500
+6,670
+85% +$976K 0.06% 258
2025
Q4 		$951K Buy
7,830
+2,270
+41% +$266K 0.03% 371
2025
Q3 		$600K Buy
5,560
+760
+16% +$70.9K 0.03% 387
2025
Q2 		$430K Buy
+4,800
New +$361K 0.03% 390
2024
Q4 		– Sell
-2,910
Closed -$226K – 469
2024
Q3 		$226K Buy
+2,910
New +$228K 0.05% 313

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

Savvy Advisors Inc's KLAC Position: Q2 2026 in Review

Savvy Advisors Inc increased its KLA (KLAC) stake by 15% in Q2 2026, buying an estimated $441K and bringing the position to 16,719 shares worth $5.04M. The position accounts for 0.11% of the portfolio, ranked #155.

Savvy Advisors Inc first reported a position in KLAC in Q3 2024 and has held it in 6 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Savvy Advisors Inc held 16,719 shares of KLA worth $5.04M as of Q2 2026.
  • Savvy Advisors Inc bought 2,219 KLA shares in Q2 2026, an estimated $441K.
  • KLA made up 0.11% of Savvy Advisors Inc's portfolio in Q2 2026, its #155 holding.
  • Savvy Advisors Inc first reported a position in KLA in Q3 2024 and has held it in 6 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.