Soltis Investment Advisors’s KLA KLAC Stock Holding History

Soltis Investment 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	$1.68M	Buy	5,553 +983	+22%	+$195K	0.09%	181
2026 Q1	$673K	Buy	4,570 +450	+11%	+$65.8K	0.04%	283
2025 Q4	$500K	Buy	4,120 +450	+12%	+$52.8K	0.03%	323
2025 Q3	$396K	Sell	3,670 -60	-2%	-$5.6K	0.03%	334
2025 Q2	$334K	Buy	3,730 +700	+23%	+$52.7K	0.03%	307
2025 Q1	$206K	Buy	+3,030	New	+$218K	0.02%	351
2024 Q3	–	Sell	-58,870	Closed	-$4.85M	–	372
2024 Q2	$4.85M	Buy	+58,870	New	+$4.35M	0.51%	61

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Soltis Investment Advisors's KLAC Position: Q2 2026 in Review

Soltis Investment Advisors increased its KLA (KLAC) stake by 22% in Q2 2026, buying an estimated $195K and bringing the position to 5,553 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #181.

Soltis Investment Advisors first reported a position in KLAC in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.85M in Q2 2024. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Soltis Investment Advisors held 5,553 shares of KLA worth $1.68M as of Q2 2026.
Soltis Investment Advisors bought 983 KLA shares in Q2 2026, an estimated $195K.
KLA made up 0.09% of Soltis Investment Advisors's portfolio in Q2 2026, its #181 holding.
Soltis Investment Advisors first reported a position in KLA in Q2 2024 and has held it in 7 quarters since.
Soltis Investment Advisors's KLA position peaked at $4.85M in Q2 2024.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.