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Sound View Wealth Advisors Group’s KLA KLAC Stock Holding History

Sound View Wealth Advisors Group’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 		$2.02M Sell
6,696
-614
-8% -$122K 0.13% 137
2026
Q1 		$1.08M Sell
7,310
-580
-7% -$84.9K 0.07% 181
2025
Q4 		$958K Sell
7,890
-890
-10% -$104K 0.06% 198
2025
Q3 		$946K Sell
8,780
-3,040
-26% -$284K 0.07% 195
2025
Q2 		$1.06M Sell
11,820
-450
-4% -$33.9K 0.08% 181
2025
Q1 		$834K Buy
12,270
+400
+3% +$28.8K 0.07% 196
2024
Q4 		$748K Buy
11,870
+1,540
+15% +$104K 0.06% 213
2024
Q3 		$800K Buy
10,330
+670
+7% +$52.6K 0.07% 207
2024
Q2 		$796K Sell
9,660
-1,450
-13% -$107K 0.08% 180
2024
Q1 		$776K Sell
11,110
-220
-2% -$14.1K 0.08% 188
2023
Q4 		$659K Sell
11,330
-740
-6% -$38.5K 0.07% 207
2023
Q3 		$554K Buy
12,070
+780
+7% +$37.4K 0.07% 207
2023
Q2 		$548K Buy
11,290
+240
+2% +$10K 0.07% 211
2023
Q1 		$441K Sell
11,050
-280
-2% -$11K 0.06% 231
2022
Q4 		$659K Buy
+11,330
New +$395K 0.07% 207

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

Sound View Wealth Advisors Group's KLAC Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its KLA (KLAC) stake by 8.4% in Q2 2026, selling an estimated $122K and leaving 6,696 shares worth $2.02M. The position accounts for 0.13% of the portfolio, ranked #137.

Sound View Wealth Advisors Group first reported a position in KLAC in Q4 2022 and has held it in 15 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Sound View Wealth Advisors Group held 6,696 shares of KLA worth $2.02M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 614 KLA shares in Q2 2026, an estimated $122K.
  • KLA made up 0.13% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #137 holding.
  • Sound View Wealth Advisors Group first reported a position in KLA in Q4 2022 and has held it in 15 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.