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Steinberganna Wealth Management’s KLA KLAC Stock Holding History

Steinberganna 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 		$352K Sell
1,168
-332
-22% -$65.9K 0.14% 86
2026
Q1 		$221K Sell
1,500
-660
-31% -$96.6K 0.11% 118
2025
Q4 		$262K Sell
2,160
-30
-1% -$3.52K 0.12% 91
2025
Q3 		$237K Buy
+2,190
New +$204K 0.11% 107

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

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

Steinberganna Wealth Management reduced its KLA (KLAC) stake by 22% in Q2 2026, selling an estimated $65.9K and leaving 1,168 shares worth $352K. The position accounts for 0.14% of the portfolio, ranked #86.

Steinberganna Wealth Management first reported a position in KLAC in Q3 2025 and has held it in 4 quarters since. 2,466 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Steinberganna Wealth Management held 1,168 shares of KLA worth $352K as of Q2 2026.
  • Steinberganna Wealth Management sold 332 KLA shares in Q2 2026, an estimated $65.9K.
  • KLA made up 0.14% of Steinberganna Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Steinberganna Wealth Management first reported a position in KLA in Q3 2025 and has held it in 4 quarters since.
  • 2,466 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.