Trueblood Wealth Management’s KLA KLAC Stock Holding History

Trueblood 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	$1.31M	Sell	4,357 -993	-19%	-$197K	0.46%	65
2026 Q1	$787K	Buy	5,350 +30	+0.6%	+$4.39K	0.31%	104
2025 Q4	$647K	Buy	5,320 +10	+0.2%	+$1.17K	0.25%	124
2025 Q3	$573K	Buy	5,310 +10	+0.2%	+$933	0.22%	131
2025 Q2	$475K	Buy	5,300 +10	+0.2%	+$752	0.2%	148
2025 Q1	$360K	Buy	5,290 +120	+2%	+$8.64K	0.17%	166
2024 Q4	$326K	Sell	5,170 -60	-1%	-$4.05K	0.16%	175
2024 Q3	$405K	Sell	5,230 -500	-9%	-$39.2K	0.2%	141
2024 Q2	$472K	Hold	5,730	–	–	0.27%	113
2024 Q1	$400K	Sell	5,730 -400	-7%	-$25.7K	0.23%	125
2023 Q4	$356K	Buy	+6,130	New	+$319K	0.22%	132

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

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

Trueblood Wealth Management reduced its KLA (KLAC) stake by 19% in Q2 2026, selling an estimated $197K and leaving 4,357 shares worth $1.31M. The position accounts for 0.46% of the portfolio, ranked #65.

Trueblood Wealth Management first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Trueblood Wealth Management held 4,357 shares of KLA worth $1.31M as of Q2 2026.
Trueblood Wealth Management sold 993 KLA shares in Q2 2026, an estimated $197K.
KLA made up 0.46% of Trueblood Wealth Management's portfolio in Q2 2026, its #65 holding.
Trueblood Wealth Management first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.