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Segment Wealth Management’s KLA KLAC Stock Holding History

Segment 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 		$863K Hold
2,860
– – 0.04% 187
2026
Q1 		$421K Buy
2,860
+80
+3% +$11.7K 0.02% 230
2025
Q4 		$338K Hold
2,780
– – 0.02% 252
2025
Q3 		$300K Hold
2,780
– – 0.02% 248
2025
Q2 		$249K Buy
+2,780
New +$209K 0.02% 261

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

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

Segment Wealth Management held its KLA (KLAC) position steady in Q2 2026 at 2,860 shares worth $863K. The position accounts for 0.04% of the portfolio, ranked #187.

Segment Wealth Management first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Segment Wealth Management held 2,860 shares of KLA worth $863K as of Q2 2026.
  • Segment Wealth Management left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.04% of Segment Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Segment Wealth Management first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.