Smallwood Wealth Investment Management’s KLA KLAC Stock Holding History

Smallwood Wealth Investment 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	$905K	Buy	+3,000	New	+$596K	0.4%	34

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Smallwood Wealth Investment Management's KLAC Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in KLA (KLAC) in Q2 2026: 3,000 shares worth $905K. The stake represents 0.4% of the portfolio and ranks #34 among its holdings.

1,081 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Smallwood Wealth Investment Management held 3,000 shares of KLA worth $905K as of Q2 2026.
KLA was a new Smallwood Wealth Investment Management position in Q2 2026.
KLA made up 0.4% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #34 holding.
1,081 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.