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Synergy Investment Management’s KLA KLAC Stock Holding History

Synergy Investment 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 		$208K Buy
1,088
+938
+625% +$186K 0.05% 170
2026
Q1 		$22.1K Buy
+150
New +$21.9K 0.01% 390
2025
Q2 		– Sell
-60
Closed -$4.08K – 355
2025
Q1 		$4.08K Hold
60
– – ﹤0.01% 480
2024
Q4 		$3.78K Buy
+60
New +$4.05K ﹤0.01% 497

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

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

Synergy Investment Management increased its KLA (KLAC) stake by 625% in Q2 2026, buying an estimated $186K and bringing the position to 1,088 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #170.

Synergy Investment Management first reported a position in KLAC in Q4 2024 and has held it in 4 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Synergy Investment Management held 1,088 shares of KLA worth $208K as of Q2 2026.
  • Synergy Investment Management bought 938 KLA shares in Q2 2026, an estimated $186K.
  • KLA made up 0.05% of Synergy Investment Management's portfolio in Q2 2026, its #170 holding.
  • Synergy Investment Management first reported a position in KLA in Q4 2024 and has held it in 4 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.