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Tandem Wealth Advisors’s KLA KLAC Stock Holding History

Tandem Wealth Advisors’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 		$2.37M Buy
7,851
+141
+2% +$28K 0.94% 15
2026
Q1 		$1.14M Sell
7,710
-1,450
-16% -$212K 0.51% 21
2025
Q4 		$1.11M Buy
9,160
+1,310
+17% +$154K 0.5% 21
2025
Q3 		$847K Sell
7,850
-2,580
-25% -$241K 0.4% 22
2025
Q2 		$934K Buy
10,430
+160
+2% +$12K 0.46% 22
2025
Q1 		$698K Buy
10,270
+900
+10% +$64.8K 0.37% 24
2024
Q4 		$590K Buy
9,370
+2,240
+31% +$151K 0.3% 25
2024
Q3 		$552K Buy
7,130
+640
+10% +$50.2K 0.28% 27
2024
Q2 		$535K Hold
6,490
– – 0.29% 25
2024
Q1 		$453K Sell
6,490
-610
-9% -$39.2K 0.25% 28
2023
Q4 		$413K Sell
7,100
-230
-3% -$12K 0.24% 27
2023
Q3 		$336K Buy
7,330
+130
+2% +$6.24K 0.21% 32
2023
Q2 		$349K Buy
7,200
+1,990
+38% +$83.1K 0.21% 31
2023
Q1 		$208K Buy
+5,210
New +$205K 0.13% 44

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

Tandem Wealth Advisors's KLAC Position: Q2 2026 in Review

Tandem Wealth Advisors increased its KLA (KLAC) stake by 1.8% in Q2 2026, buying an estimated $28K and bringing the position to 7,851 shares worth $2.37M. The position accounts for 0.94% of the portfolio, ranked #15.

Tandem Wealth Advisors first reported a position in KLAC in Q1 2023 and has held it in 14 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Tandem Wealth Advisors held 7,851 shares of KLA worth $2.37M as of Q2 2026.
  • Tandem Wealth Advisors bought 141 KLA shares in Q2 2026, an estimated $28K.
  • KLA made up 0.94% of Tandem Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Tandem Wealth Advisors first reported a position in KLA in Q1 2023 and has held it in 14 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.