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Vivid Wealth Management’s KLA KLAC Stock Holding History

Vivid 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 		$3.35M Sell
11,101
-6,569
-37% -$1.3M 1.18% 18
2026
Q1 		$2.6M Sell
17,670
-5,580
-24% -$816K 1.05% 36
2025
Q4 		$2.83M Sell
23,250
-1,490
-6% -$175K 1.1% 32
2025
Q3 		$2.67M Sell
24,740
-5,330
-18% -$497K 1.06% 40
2025
Q2 		$2.69M Buy
+30,070
New +$2.26M 1.18% 37
2024
Q4 		– Sell
-27,110
Closed -$2.1M – 64
2024
Q3 		$2.1M Buy
27,110
+2,450
+10% +$192K 1.1% 42
2024
Q2 		$2.03M Buy
24,660
+15,500
+169% +$1.15M 1.14% 32
2024
Q1 		$640K Buy
9,160
+110
+1% +$7.06K 0.4% 47
2023
Q4 		$526K Buy
+9,050
New +$471K 0.36% 50

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

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

Vivid Wealth Management reduced its KLA (KLAC) stake by 37% in Q2 2026, selling an estimated $1.3M and leaving 11,101 shares worth $3.35M. The position accounts for 1.18% of the portfolio, ranked #18.

Vivid Wealth Management first reported a position in KLAC in Q4 2023 and has held it in 9 quarters since. 2,478 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Vivid Wealth Management held 11,101 shares of KLA worth $3.35M as of Q2 2026.
  • Vivid Wealth Management sold 6,569 KLA shares in Q2 2026, an estimated $1.3M.
  • KLA made up 1.18% of Vivid Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Vivid Wealth Management first reported a position in KLA in Q4 2023 and has held it in 9 quarters since.
  • 2,478 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.