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Turning Point Benefit Group’s KLA KLAC Stock Holding History

Turning Point Benefit Group’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 		$770K Sell
2,562
-148
-5% -$29.4K 0.33% 56
2026
Q1 		$418K Buy
2,710
+40
+1% +$5.85K 0.27% 65
2025
Q4 		$324K Buy
2,670
+290
+12% +$34K 0.17% 70
2025
Q3 		$269K Buy
+2,380
New +$222K 0.16% 75

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

Turning Point Benefit Group's KLAC Position: Q2 2026 in Review

Turning Point Benefit Group reduced its KLA (KLAC) stake by 5.5% in Q2 2026, selling an estimated $29.4K and leaving 2,562 shares worth $770K. The position accounts for 0.33% of the portfolio, ranked #56.

Turning Point Benefit Group first reported a position in KLAC in Q3 2025 and has held it in 4 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Turning Point Benefit Group held 2,562 shares of KLA worth $770K as of Q2 2026.
  • Turning Point Benefit Group sold 148 KLA shares in Q2 2026, an estimated $29.4K.
  • KLA made up 0.33% of Turning Point Benefit Group's portfolio in Q2 2026, its #56 holding.
  • Turning Point Benefit Group first reported a position in KLA in Q3 2025 and has held it in 4 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.