Tradition Wealth Management’s KLA KLAC Stock Holding History

Tradition Wealth 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	$205K	Buy	+679	New	+$135K	0.01%	501
2024 Q1	–	Sell	-120	Closed	-$7K	–	820
2023 Q4	$7K	Hold	120	–	–	﹤0.01%	1070
2023 Q3	$6K	Hold	120	–	–	﹤0.01%	1132
2023 Q2	$6K	Buy	+120	New	+$5.01K	﹤0.01%	1161
2023 Q1	–	Sell	-500	Closed	-$19K	–	1306
2022 Q4	$19K	Sell	500 -20	-4%	-$697	﹤0.01%	759
2022 Q3	$16K	Buy	520 +20	+4%	+$693	﹤0.01%	811
2022 Q2	$16K	Hold	500	–	–	﹤0.01%	698
2022 Q1	$18K	Sell	500 -10	-2%	-$374	﹤0.01%	746
2021 Q4	$22K	Buy	510 +10	+2%	+$386	﹤0.01%	708
2021 Q3	$17K	Buy	+500	New	+$16.7K	﹤0.01%	767

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

Tradition Wealth Management's KLAC Position: Q2 2026 in Review

Tradition Wealth Management opened a new position in KLA (KLAC) in Q2 2026: 679 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in KLAC as recently as Q4 2023.

Tradition Wealth Management first reported a position in KLAC in Q3 2021 and has held it in 10 quarters since. 2,489 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Tradition Wealth Management held 679 shares of KLA worth $205K as of Q2 2026.
KLA was a new Tradition Wealth Management position in Q2 2026.
KLA made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #501 holding.
Tradition Wealth Management first reported a position in KLA in Q3 2021 and has held it in 10 quarters since.
2,489 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.