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Walkner Condon Financial Advisors’s KLA KLAC Stock Holding History

Walkner Condon Financial 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 		$790K Buy
2,618
+108
+4% +$21.4K 0.09% 144
2026
Q1 		$370K Buy
2,510
+250
+11% +$36.6K 0.05% 210
2025
Q4 		$275K Buy
2,260
+170
+8% +$19.9K 0.04% 251
2025
Q3 		$225K Sell
2,090
-490
-19% -$45.7K 0.04% 271
2025
Q2 		$231K Buy
+2,580
New +$194K 0.04% 252

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

Walkner Condon Financial Advisors's KLAC Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its KLA (KLAC) stake by 4.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 2,618 shares worth $790K. The position accounts for 0.09% of the portfolio, ranked #144.

Walkner Condon Financial Advisors first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Walkner Condon Financial Advisors held 2,618 shares of KLA worth $790K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 108 KLA shares in Q2 2026, an estimated $21.4K.
  • KLA made up 0.09% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #144 holding.
  • Walkner Condon Financial Advisors first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.