Wealth Effects’s KLA KLAC Stock Holding History

Wealth Effects’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	$507K	Hold	1,680	–	–	0.14%	130
2026 Q1	$247K	Hold	1,680	–	–	0.09%	188
2025 Q4	$204K	Buy	+1,680	New	+$197K	0.06%	199

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

Wealth Effects's KLAC Position: Q2 2026 in Review

Wealth Effects held its KLA (KLAC) position steady in Q2 2026 at 1,680 shares worth $507K. The position accounts for 0.14% of the portfolio, ranked #130.

Wealth Effects first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Wealth Effects held 1,680 shares of KLA worth $507K as of Q2 2026.
Wealth Effects left its KLA share count unchanged in Q2 2026.
KLA made up 0.14% of Wealth Effects's portfolio in Q2 2026, its #130 holding.
Wealth Effects first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.