SPWG
KLAC icon

Syntegra Private Wealth Group’s KLA KLAC Stock Holding History

Syntegra Private Wealth Group’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 		$512K Buy
1,696
+36
+2% +$7.15K 0.04% 119
2026
Q1 		$244K Sell
1,660
-150
-8% -$21.9K 0.02% 168
2025
Q4 		$220K Buy
+1,810
New +$212K 0.02% 182
2024
Q3 		– Sell
-3,290
Closed -$271K – 155
2024
Q2 		$271K Buy
+3,290
New +$243K 0.03% 122

Other funds holding KLAC

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Syntegra Private Wealth Group's KLAC Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its KLA (KLAC) stake by 2.2% in Q2 2026, buying an estimated $7.15K and bringing the position to 1,696 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #119.

Syntegra Private Wealth Group first reported a position in KLAC in Q2 2024 and has held it in 4 quarters since. 1,126 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Syntegra Private Wealth Group held 1,696 shares of KLA worth $512K as of Q2 2026.
  • Syntegra Private Wealth Group bought 36 KLA shares in Q2 2026, an estimated $7.15K.
  • KLA made up 0.04% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #119 holding.
  • Syntegra Private Wealth Group first reported a position in KLA in Q2 2024 and has held it in 4 quarters since.
  • 1,126 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.