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Valley Wealth Managers’s KLA KLAC Stock Holding History

Valley Wealth Managers’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 		$1.82M Sell
6,046
-1,904
-24% -$378K 0.11% 121
2026
Q1 		$1.17M Sell
7,950
-560
-7% -$81.9K 0.08% 130
2025
Q4 		$1.03M Sell
8,510
-210
-2% -$24.6K 0.07% 131
2025
Q3 		$941K Buy
8,720
+720
+9% +$67.2K 0.06% 131
2025
Q2 		$717K Sell
8,000
-360
-4% -$27.1K 0.05% 139
2025
Q1 		$568K Buy
8,360
+340
+4% +$24.5K 0.04% 150
2024
Q4 		$505K Buy
8,020
+1,800
+29% +$122K 0.04% 158
2024
Q3 		$482K Buy
6,220
+190
+3% +$14.9K 0.04% 160
2024
Q2 		$497K Sell
6,030
-600
-9% -$44.3K 0.04% 153
2024
Q1 		$463K Buy
6,630
+660
+11% +$42.4K 0.03% 150
2023
Q4 		$347K Sell
5,970
-160
-3% -$8.33K 0.03% 156
2023
Q3 		$281K Buy
6,130
+150
+3% +$7.19K 0.02% 166
2023
Q2 		$290K Sell
5,980
-180
-3% -$7.52K 0.03% 136
2023
Q1 		$246K Sell
6,160
-170
-3% -$6.7K 0.02% 146
2022
Q4 		$239K Sell
6,330
-580
-8% -$20.2K 0.02% 151
2022
Q3 		$209K Hold
6,910
– – 0.02% 162
2022
Q2 		$220K Sell
6,910
-2,500
-27% -$84.1K 0.02% 176
2022
Q1 		$344K Buy
9,410
+700
+8% +$26.2K 0.03% 151
2021
Q4 		$375K Buy
8,710
+820
+10% +$31.6K 0.03% 149
2021
Q3 		$264K Buy
7,890
+570
+8% +$19K 0.02% 165
2021
Q2 		$237K Buy
+7,320
New +$235K 0.02% 179
2019
Q3 		– Sell
-20,300
Closed -$240K – 196
2019
Q2 		$240K Sell
20,300
-7,130
-26% -$82.5K 0.03% 179
2019
Q1 		$328K Buy
+27,430
New +$295K 0.04% 173

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

Valley Wealth Managers's KLAC Position: Q2 2026 in Review

Valley Wealth Managers reduced its KLA (KLAC) stake by 24% in Q2 2026, selling an estimated $378K and leaving 6,046 shares worth $1.82M. The position accounts for 0.11% of the portfolio, ranked #121.

Valley Wealth Managers first reported a position in KLAC in Q1 2019 and has held it in 23 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Valley Wealth Managers held 6,046 shares of KLA worth $1.82M as of Q2 2026.
  • Valley Wealth Managers sold 1,904 KLA shares in Q2 2026, an estimated $378K.
  • KLA made up 0.11% of Valley Wealth Managers's portfolio in Q2 2026, its #121 holding.
  • Valley Wealth Managers first reported a position in KLA in Q1 2019 and has held it in 23 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.