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Symphony Financial’s KLA KLAC Stock Holding History

Symphony Financial’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 		$838K Buy
2,889
+1,409
+95% +$280K 0.09% 145
2026
Q1 		$207K Sell
1,480
-660
-31% -$96.6K 0.03% 302
2025
Q4 		$266K Sell
2,140
-320
-13% -$37.5K 0.04% 240
2025
Q3 		$262K Sell
2,460
-18,290
-88% -$1.71M 0.03% 233
2025
Q2 		$278K Buy
+20,750
New +$1.56M 0.04% 208
2025
Q1 		– Sell
-5,250
Closed -$403K – 157
2024
Q4 		$403K Buy
+5,250
New +$355K 0.06% 151

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

Symphony Financial's KLAC Position: Q2 2026 in Review

Symphony Financial increased its KLA (KLAC) stake by 95% in Q2 2026, buying an estimated $280K and bringing the position to 2,889 shares worth $838K. The position accounts for 0.09% of the portfolio, ranked #145.

Symphony Financial first reported a position in KLAC in Q4 2024 and has held it in 6 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Symphony Financial held 2,889 shares of KLA worth $838K as of Q2 2026.
  • Symphony Financial bought 1,409 KLA shares in Q2 2026, an estimated $280K.
  • KLA made up 0.09% of Symphony Financial's portfolio in Q2 2026, its #145 holding.
  • Symphony Financial first reported a position in KLA in Q4 2024 and has held it in 6 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.