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Spire Wealth Management’s KLA KLAC Stock Holding History

Spire Wealth 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 		$27.9M Buy
92,834
+5,274
+6% +$1.05M 0.84% 21
2026
Q1 		$12.9M Sell
87,560
-17,210
-16% -$2.52M 0.44% 49
2025
Q4 		$12.7M Buy
104,770
+100
+0.1% +$11.7K 0.43% 49
2025
Q3 		$11.3M Sell
104,670
-29,900
-22% -$2.79M 0.38% 57
2025
Q2 		$11.8M Buy
134,570
+23,950
+22% +$1.8M 0.43% 51
2025
Q1 		$7.52M Sell
110,620
-12,230
-10% -$881K 0.24% 91
2024
Q4 		$7.74M Buy
122,850
+2,200
+2% +$149K 0.24% 89
2024
Q3 		$9.34M Buy
120,650
+5,310
+5% +$417K 0.32% 70
2024
Q2 		$9.49M Sell
115,340
-16,120
-12% -$1.19M 0.34% 57
2024
Q1 		$22.4M Sell
131,460
-7,210
-5% -$463K 0.41% 49
2023
Q4 		$8.5M Buy
138,670
+24,420
+21% +$1.27M 0.28% 73
2023
Q3 		$5.24M Sell
114,250
-40,980
-26% -$1.97M 0.2% 97
2023
Q2 		$7.53M Sell
155,230
-21,090
-12% -$881K 0.28% 75
2023
Q1 		$7.04M Buy
176,320
+25,610
+17% +$1.01M 0.27% 83
2022
Q4 		$5.68M Sell
150,710
-6,370
-4% -$222K 0.32% 75
2022
Q3 		$4.75M Sell
157,080
-118,310
-43% -$4.1M 0.29% 82
2022
Q2 		$8.79M Sell
275,390
-116,060
-30% -$3.9M 0.36% 71
2022
Q1 		$14.3M Sell
391,450
-45,140
-10% -$1.69M 0.38% 66
2021
Q4 		$18.8M Buy
436,590
+10,040
+2% +$387K 0.42% 56
2021
Q3 		$14.3M Sell
426,550
-2,030
-0.5% -$67.8K 0.38% 69
2021
Q2 		$13.9M Buy
428,580
+980
+0.2% +$31.4K 0.38% 66
2021
Q1 		$14.1M Buy
+427,600
New +$12.9M 0.37% 64

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

Spire Wealth Management's KLAC Position: Q2 2026 in Review

Spire Wealth Management increased its KLA (KLAC) stake by 6% in Q2 2026, buying an estimated $1.05M and bringing the position to 92,834 shares worth $27.9M. The position accounts for 0.84% of the portfolio, ranked #21.

Spire Wealth Management first reported a position in KLAC in Q1 2021 and has held it in 22 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Spire Wealth Management held 92,834 shares of KLA worth $27.9M as of Q2 2026.
  • Spire Wealth Management bought 5,274 KLA shares in Q2 2026, an estimated $1.05M.
  • KLA made up 0.84% of Spire Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Spire Wealth Management first reported a position in KLA in Q1 2021 and has held it in 22 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.