TRUE Private Wealth Advisors’s KLA KLAC Stock Holding History

TRUE Private 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	$201K	Buy	+666	New	+$132K	0.02%	270
2021 Q1	–	Sell	-230	Closed	-$5K	–	484
2020 Q4	$5K	Hold	230	–	–	﹤0.01%	605
2020 Q3	$4K	Hold	230	–	–	﹤0.01%	581
2020 Q2	$4K	Hold	230	–	–	﹤0.01%	583
2020 Q1	$3K	Sell	230 -580	-72%	-$9.34K	﹤0.01%	577
2019 Q4	$14K	Buy	+810	New	+$13.6K	﹤0.01%	545
2019 Q3	–	Sell	-810	Closed	-$9K	–	497
2019 Q2	$9K	Buy	+810	New	+$9.37K	﹤0.01%	563
2018 Q4	–	Sell	-1,620	Closed	-$16.5K	–	614
2018 Q3	$16.5K	Buy	+1,620	New	+$17.7K	﹤0.01%	644

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

TRUE Private Wealth Advisors's KLAC Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in KLA (KLAC) in Q2 2026: 666 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #270 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in KLAC as recently as Q4 2020.

TRUE Private Wealth Advisors first reported a position in KLAC in Q3 2018 and has held it in 8 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

TRUE Private Wealth Advisors held 666 shares of KLA worth $201K as of Q2 2026.
KLA was a new TRUE Private Wealth Advisors position in Q2 2026.
KLA made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #270 holding.
TRUE Private Wealth Advisors first reported a position in KLA in Q3 2018 and has held it in 8 quarters since.
2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.