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Simplicity Wealth’s KLA KLAC Stock Holding History

Simplicity Wealth’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 		$2.74M Buy
9,086
+3,246
+56% +$644K 0.09% 213
2026
Q1 		$860K Buy
5,840
+1,100
+23% +$161K 0.05% 321
2025
Q4 		$576K Buy
4,740
+540
+13% +$63.3K 0.03% 395
2025
Q3 		$453K Sell
4,200
-6,220
-60% -$580K 0.03% 463
2025
Q2 		$934K Buy
+10,420
New +$784K 0.04% 339
2024
Q3 		– Sell
-84,860
Closed -$7M – 872
2024
Q2 		$7M Sell
84,860
-7,480
-8% -$553K 0.16% 133
2024
Q1 		$6.45M Buy
+92,340
New +$5.93M 0.15% 135

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

Simplicity Wealth's KLAC Position: Q2 2026 in Review

Simplicity Wealth increased its KLA (KLAC) stake by 56% in Q2 2026, buying an estimated $644K and bringing the position to 9,086 shares worth $2.74M. The position accounts for 0.09% of the portfolio, ranked #213.

Simplicity Wealth first reported a position in KLAC in Q1 2024 and has held it in 7 quarters since. The position peaked at $7M in Q2 2024. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Simplicity Wealth held 9,086 shares of KLA worth $2.74M as of Q2 2026.
  • Simplicity Wealth bought 3,246 KLA shares in Q2 2026, an estimated $644K.
  • KLA made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #213 holding.
  • Simplicity Wealth first reported a position in KLA in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's KLA position peaked at $7M in Q2 2024.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.