WBH Advisory’s KLA KLAC Stock Holding History

WBH Advisory’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	$302K	Buy	+1,000	New	+$199K	0.02%	317
2024 Q2	–	Sell	-4,520	Closed	-$316K	–	313
2024 Q1	$316K	Sell	4,520 -500	-10%	-$32.1K	0.03%	256
2023 Q4	$292K	Sell	5,020 -990	-16%	-$51.5K	0.03%	262
2023 Q3	$276K	Sell	6,010 -1,000	-14%	-$48K	0.03%	259
2023 Q2	$340K	Hold	7,010	–	–	0.04%	242
2023 Q1	$280K	Buy	+7,010	New	+$276K	0.03%	257
2022 Q3	$283K	Hold	9,360	–	–	0.04%	244
2022 Q2	$293K	Sell	9,360 -890	-9%	-$29.9K	0.04%	249
2022 Q1	$341K	Buy	10,250 +1,500	+17%	+$56.1K	0.04%	242
2021 Q4	$376K	Sell	8,750 -500	-5%	-$19.3K	0.04%	240
2021 Q3	$309K	Sell	9,250 -1,000	-10%	-$33.4K	0.04%	243
2021 Q2	$327K	Sell	10,250 -1,500	-13%	-$48.1K	0.05%	217
2021 Q1	$388K	Sell	11,750 -2,250	-16%	-$67.8K	0.06%	197
2020 Q4	$426K	Hold	14,000	–	–	0.07%	186
2020 Q3	$271K	Hold	14,000	–	–	0.05%	210
2020 Q2	$272K	Hold	14,000	–	–	0.07%	202
2020 Q1	$201K	Hold	14,000	–	–	0.05%	215
2019 Q4	$249K	Hold	14,000	–	–	0.05%	222
2019 Q3	$223K	Buy	+14,000	New	+$196K	0.05%	227

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

WBH Advisory's KLAC Position: Q2 2026 in Review

WBH Advisory opened a new position in KLA (KLAC) in Q2 2026: 1,000 shares worth $302K. The stake represents 0.02% of the portfolio and ranks #317 among its holdings. This is a return to the name: WBH Advisory previously reported a position in KLAC as recently as Q1 2024.

WBH Advisory first reported a position in KLAC in Q3 2019 and has held it in 19 quarters since. The position peaked at $426K in Q4 2020. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

WBH Advisory held 1,000 shares of KLA worth $302K as of Q2 2026.
KLA was a new WBH Advisory position in Q2 2026.
KLA made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #317 holding.
WBH Advisory first reported a position in KLA in Q3 2019 and has held it in 19 quarters since.
WBH Advisory's KLA position peaked at $426K in Q4 2020.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.