VisionPoint Advisory Group’s KLA KLAC Stock Holding History

VisionPoint Advisory 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	$1.36M	Buy	4,505 +345	+8%	+$68.5K	0.22%	110
2026 Q1	$613K	Sell	4,160 -140	-3%	-$20.5K	0.12%	202
2025 Q4	$522K	Buy	4,300 +850	+25%	+$99.7K	0.1%	205
2025 Q3	$372K	Buy	3,450 +130	+4%	+$12.1K	0.07%	254
2025 Q2	$297K	Buy	+3,320	New	+$250K	0.06%	273
2024 Q3	–	Sell	-370	Closed	-$30.5K	–	526
2024 Q2	$30.5K	Buy	370 +130	+54%	+$9.6K	0.01%	339
2024 Q1	$16.8K	Hold	240	–	–	0.01%	400
2023 Q4	$14K	Sell	240 -110	-31%	-$5.72K	0.01%	390
2023 Q3	$16.1K	Sell	350 -140	-29%	-$6.71K	0.01%	402
2023 Q2	$23.8K	Buy	+490	New	+$20.5K	0.01%	269

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

VisionPoint Advisory Group's KLAC Position: Q2 2026 in Review

VisionPoint Advisory Group increased its KLA (KLAC) stake by 8.3% in Q2 2026, buying an estimated $68.5K and bringing the position to 4,505 shares worth $1.36M. The position accounts for 0.22% of the portfolio, ranked #110.

VisionPoint Advisory Group first reported a position in KLAC in Q2 2023 and has held it in 10 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

VisionPoint Advisory Group held 4,505 shares of KLA worth $1.36M as of Q2 2026.
VisionPoint Advisory Group bought 345 KLA shares in Q2 2026, an estimated $68.5K.
KLA made up 0.22% of VisionPoint Advisory Group's portfolio in Q2 2026, its #110 holding.
VisionPoint Advisory Group first reported a position in KLA in Q2 2023 and has held it in 10 quarters since.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.