SWTS
KLAC icon

Stonehaven Wealth & Tax Solutions’s KLA KLAC Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$344K Buy
+1,140
New +$226K 0.28% 62

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

Stonehaven Wealth & Tax Solutions's KLAC Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in KLA (KLAC) in Q2 2026: 1,140 shares worth $344K. The stake represents 0.28% of the portfolio and ranks #62 among its holdings.

2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 1,140 shares of KLA worth $344K as of Q2 2026.
  • KLA was a new Stonehaven Wealth & Tax Solutions position in Q2 2026.
  • KLA made up 0.28% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #62 holding.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.