Turtle Creek Wealth Advisors’s KLA KLAC Stock Holding History

Turtle Creek 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	$34.3M	Sell	113,647 -6,633	-6%	-$1.32M	1.81%	12
2026 Q1	$17.7M	Buy	120,280 +5,380	+5%	+$787K	1.34%	15
2025 Q4	$14M	Buy	114,900 +4,220	+4%	+$495K	1.1%	24
2025 Q3	$11.9M	Buy	110,680 +6,750	+6%	+$630K	1.07%	27
2025 Q2	$9.31M	Buy	103,930 +4,260	+4%	+$320K	1.1%	24
2025 Q1	$6.78M	Buy	+99,670	New	+$7.18M	1.01%	31
2024 Q4	–	Sell	-96,590	Closed	-$7.48M	–	122
2024 Q3	$7.48M	Buy	96,590 +760	+0.8%	+$59.6K	1.5%	16
2024 Q2	$7.9M	Buy	95,830 +7,240	+8%	+$535K	1.83%	11
2024 Q1	$6.19M	Buy	88,590 +6,800	+8%	+$437K	1.52%	14
2023 Q4	$4.75M	Buy	+81,790	New	+$4.26M	1.4%	12

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

Turtle Creek Wealth Advisors's KLAC Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its KLA (KLAC) stake by 5.5% in Q2 2026, selling an estimated $1.32M and leaving 113,647 shares worth $34.3M. The position accounts for 1.81% of the portfolio, ranked #12.

Turtle Creek Wealth Advisors first reported a position in KLAC in Q4 2023 and has held it in 10 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Turtle Creek Wealth Advisors held 113,647 shares of KLA worth $34.3M as of Q2 2026.
Turtle Creek Wealth Advisors sold 6,633 KLA shares in Q2 2026, an estimated $1.32M.
KLA made up 1.81% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Turtle Creek Wealth Advisors first reported a position in KLA in Q4 2023 and has held it in 10 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.