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Triad Wealth Partners’s KLA KLAC Stock Holding History

Triad Wealth Partners’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 		$2.76M Buy
15,100
+490
+3% +$97.3K 0.16% 92
2026
Q1 		$2.15M Buy
14,610
+1,700
+13% +$249K 0.17% 95
2025
Q4 		$1.57M Buy
12,910
+460
+4% +$54K 0.15% 99
2025
Q3 		$1.34M Buy
12,450
+480
+4% +$44.8K 0.17% 92
2025
Q2 		$1.07M Sell
11,970
-210
-2% -$15.8K 0.22% 81
2025
Q1 		$828K Sell
12,180
-410
-3% -$29.5K 0.26% 67
2024
Q4 		$793K Buy
+12,590
New +$851K 0.29% 63
2024
Q3 		– Sell
-8,490
Closed -$700K – 506
2024
Q2 		$700K Buy
8,490
+990
+13% +$73.1K 0.37% 31
2024
Q1 		$524K Buy
+7,500
New +$482K 0.4% 28

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

Triad Wealth Partners's KLAC Position: Q2 2026 in Review

Triad Wealth Partners increased its KLA (KLAC) stake by 3.4% in Q2 2026, buying an estimated $97.3K and bringing the position to 15,100 shares worth $2.76M. The position accounts for 0.16% of the portfolio, ranked #92.

Triad Wealth Partners first reported a position in KLAC in Q1 2024 and has held it in 9 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Triad Wealth Partners held 15,100 shares of KLA worth $2.76M as of Q2 2026.
  • Triad Wealth Partners bought 490 KLA shares in Q2 2026, an estimated $97.3K.
  • KLA made up 0.16% of Triad Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • Triad Wealth Partners first reported a position in KLA in Q1 2024 and has held it in 9 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.