SWM
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SHP Wealth Management’s KLA KLAC Stock Holding History

SHP 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 		$539K Buy
1,787
+1,217
+214% +$242K 0.04% 176
2026
Q1 		$84.2K Buy
570
+220
+63% +$32.2K 0.01% 412
2025
Q4 		$42.7K Buy
+350
New +$41.1K ﹤0.01% 512

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its KLA (KLAC) stake by 214% in Q2 2026, buying an estimated $242K and bringing the position to 1,787 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #176.

SHP Wealth Management first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • SHP Wealth Management held 1,787 shares of KLA worth $539K as of Q2 2026.
  • SHP Wealth Management bought 1,217 KLA shares in Q2 2026, an estimated $242K.
  • KLA made up 0.04% of SHP Wealth Management's portfolio in Q2 2026, its #176 holding.
  • SHP Wealth Management first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.