Synergy Asset Management’s KLA KLAC Stock Holding History

Synergy Asset 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	$391K	Sell	1,296 -3,874	-75%	-$769K	0.04%	185
2026 Q1	$761K	Buy	+5,170	New	+$756K	0.08%	126
2025 Q4	–	Sell	-80,520	Closed	-$7.21M	–	276
2025 Q3	$7.21M	Buy	80,520 +40,260	+100%	+$3.76M	0.26%	65
2025 Q2	$3.61M	Sell	40,260 -11,460	-22%	-$862K	0.41%	46
2025 Q1	$3.52M	Sell	51,720 -5,690	-10%	-$410K	0.44%	47
2024 Q4	$3.66M	Buy	+57,410	New	+$3.88M	0.28%	62

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

Synergy Asset Management's KLAC Position: Q2 2026 in Review

Synergy Asset Management reduced its KLA (KLAC) stake by 75% in Q2 2026, selling an estimated $769K and leaving 1,296 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #185.

Synergy Asset Management first reported a position in KLAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.21M in Q3 2025. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Synergy Asset Management held 1,296 shares of KLA worth $391K as of Q2 2026.
Synergy Asset Management sold 3,874 KLA shares in Q2 2026, an estimated $769K.
KLA made up 0.04% of Synergy Asset Management's portfolio in Q2 2026, its #185 holding.
Synergy Asset Management first reported a position in KLA in Q4 2024 and has held it in 6 quarters since.
Synergy Asset Management's KLA position peaked at $7.21M in Q3 2025.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.