True Wealth Design’s KLA KLAC Stock Holding History

True Wealth Design’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	$101K	Sell	335 -35	-9%	-$6.95K	0.02%	258
2026 Q1	$54.5K	Sell	370 -10	-3%	-$1.46K	0.02%	378
2025 Q4	$46.2K	Sell	380 -10	-3%	-$1.17K	0.01%	354
2025 Q3	$41.5K	Buy	390 +80	+26%	+$7.46K	0.01%	371
2025 Q2	$27.3K	Buy	310 +140	+82%	+$10.5K	0.01%	317
2025 Q1	$11.2K	Buy	170 +100	+143%	+$7.2K	﹤0.01%	441
2024 Q4	$4.1K	Buy	70 +20	+40%	+$1.35K	﹤0.01%	567
2024 Q3	$3.87K	Hold	50	–	–	﹤0.01%	623
2024 Q2	$4.12K	Hold	50	–	–	﹤0.01%	294
2024 Q1	$3.49K	Buy	50 +20	+67%	+$1.28K	﹤0.01%	300
2023 Q4	$1.74K	Hold	30	–	–	﹤0.01%	313
2023 Q3	$1.38K	Hold	30	–	–	﹤0.01%	292
2023 Q2	$1.46K	Hold	30	–	–	﹤0.01%	290
2023 Q1	$1.2K	Hold	30	–	–	﹤0.01%	388
2022 Q4	$1.13K	Buy	+30	New	+$1.05K	﹤0.01%	329

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 Wealth Design's KLAC Position: Q2 2026 in Review

True Wealth Design reduced its KLA (KLAC) stake by 9.5% in Q2 2026, selling an estimated $6.95K and leaving 335 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #258.

True Wealth Design first reported a position in KLAC in Q4 2022 and has held it in 15 quarters since. 2,471 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

True Wealth Design held 335 shares of KLA worth $101K as of Q2 2026.
True Wealth Design sold 35 KLA shares in Q2 2026, an estimated $6.95K.
KLA made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #258 holding.
True Wealth Design first reported a position in KLA in Q4 2022 and has held it in 15 quarters since.
2,471 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.