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SFMG Wealth Advisors’s KLA KLAC Stock Holding History

SFMG Wealth Advisors’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 		$4.4M Buy
14,580
+70
+0.5% +$13.9K 0.26% 46
2026
Q1 		$2.14M Hold
14,510
– – 0.14% 72
2025
Q4 		$1.76M Buy
14,510
+1,640
+13% +$192K 0.12% 79
2025
Q3 		$1.39M Buy
12,870
+1,470
+13% +$137K 0.1% 88
2025
Q2 		$1.02M Sell
11,400
-30
-0.3% -$2.26K 0.08% 101
2025
Q1 		$777K Buy
11,430
+50
+0.4% +$3.6K 0.06% 115
2024
Q4 		$717K Buy
11,380
+80
+0.7% +$5.41K 0.06% 118
2024
Q3 		$875K Buy
11,300
+10
+0.1% +$785 0.07% 104
2024
Q2 		$931K Buy
11,290
+10
+0.1% +$739 0.08% 94
2024
Q1 		$788K Buy
11,280
+60
+0.5% +$3.85K 0.07% 104
2023
Q4 		$653K Buy
11,220
+10
+0.1% +$520 0.06% 110
2023
Q3 		$514K Buy
11,210
+20
+0.2% +$959 0.05% 125
2023
Q2 		$543K Sell
11,190
-350
-3% -$14.6K 0.06% 116
2023
Q1 		$461K Buy
11,540
+480
+4% +$18.9K 0.05% 137
2022
Q4 		$417K Buy
11,060
+20
+0.2% +$697 0.05% 151
2022
Q3 		$303K Buy
11,040
+20
+0.2% +$693 0.04% 171
2022
Q2 		$352K Buy
11,020
+20
+0.2% +$672 0.04% 161
2022
Q1 		$403K Sell
11,000
-30
-0.3% -$1.12K 0.04% 164
2021
Q4 		$474K Buy
11,030
+10
+0.1% +$386 0.05% 156
2021
Q3 		$368K Buy
11,020
+390
+4% +$13K 0.04% 175
2021
Q2 		$345K Buy
+10,630
New +$341K 0.04% 181

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

SFMG Wealth Advisors's KLAC Position: Q2 2026 in Review

SFMG Wealth Advisors increased its KLA (KLAC) stake by 0.48% in Q2 2026, buying an estimated $13.9K and bringing the position to 14,580 shares worth $4.4M. The position accounts for 0.26% of the portfolio, ranked #46.

SFMG Wealth Advisors first reported a position in KLAC in Q2 2021 and has held it in 21 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • SFMG Wealth Advisors held 14,580 shares of KLA worth $4.4M as of Q2 2026.
  • SFMG Wealth Advisors bought 70 KLA shares in Q2 2026, an estimated $13.9K.
  • KLA made up 0.26% of SFMG Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • SFMG Wealth Advisors first reported a position in KLA in Q2 2021 and has held it in 21 quarters since.
  • 2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.