Spear Advisors’s KLA KLAC Stock Holding History

Spear 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	$25.7M	Buy	85,024 +16,154	+23%	+$3.21M	8.81%	2
2026 Q1	$10.1M	Buy	+68,870	New	+$10.1M	7.55%	3

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 $3.37T AUM 44.26% 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

Spear Advisors's KLAC Position: Q2 2026 in Review

Spear Advisors increased its KLA (KLAC) stake by 23% in Q2 2026, buying an estimated $3.21M and bringing the position to 85,024 shares worth $25.7M. The position accounts for 8.81% of the portfolio, ranked #2.

Spear Advisors first reported a position in KLAC in Q1 2026 and has held it in 2 quarters since. 2,468 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Spear Advisors held 85,024 shares of KLA worth $25.7M as of Q2 2026.
Spear Advisors bought 16,154 KLA shares in Q2 2026, an estimated $3.21M.
KLA made up 8.81% of Spear Advisors's portfolio in Q2 2026, its #2 holding.
Spear Advisors first reported a position in KLA in Q1 2026 and has held it in 2 quarters since.
2,468 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Spear Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.