Strategic Wealth Partners’s KLA KLAC Stock Holding History

Strategic Wealth Partners’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	$12.1K	Sell	40 -20	-33%	-$3.97K	﹤0.01%	880
2026 Q1	$8.29K	Buy	60 +20	+50%	+$2.93K	﹤0.01%	930
2025 Q4	$4.86K	Sell	40 -110	-73%	-$12.9K	﹤0.01%	1056
2025 Q3	$16.2K	Buy	150 +70	+88%	+$6.53K	﹤0.01%	787
2025 Q2	$7.17K	Buy	+80	New	+$6.02K	﹤0.01%	844
2024 Q4	–	Sell	-9,130	Closed	-$707K	–	325
2024 Q3	$707K	Buy	9,130 +1,940	+27%	+$152K	0.07%	169
2024 Q2	$593K	Buy	7,190 +1,400	+24%	+$103K	0.06%	179
2024 Q1	$404K	Buy	5,790 +1,920	+50%	+$123K	0.04%	211
2023 Q4	$225K	Buy	+3,870	New	+$201K	0.03%	256

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

Strategic Wealth Partners's KLAC Position: Q2 2026 in Review

Strategic Wealth Partners reduced its KLA (KLAC) stake by 33% in Q2 2026, selling an estimated $3.97K and leaving 40 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Strategic Wealth Partners first reported a position in KLAC in Q4 2023 and has held it in 9 quarters since. The position peaked at $707K in Q3 2024. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Strategic Wealth Partners held 40 shares of KLA worth $12.1K as of Q2 2026.
Strategic Wealth Partners sold 20 KLA shares in Q2 2026, an estimated $3.97K.
KLA made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #880 holding.
Strategic Wealth Partners first reported a position in KLA in Q4 2023 and has held it in 9 quarters since.
Strategic Wealth Partners's KLA position peaked at $707K in Q3 2024.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.