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Wealth Enhancement Trust Services’s KLA KLAC Stock Holding History

Wealth Enhancement Trust Services’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 		$465K Sell
1,540
-920
-37% -$183K 0.05% 213
2026
Q1 		$362K Buy
2,460
+950
+63% +$139K 0.04% 231
2025
Q4 		$183K Buy
+1,510
New +$177K 0.02% 268

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Wealth Enhancement Trust Services's KLAC Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its KLA (KLAC) stake by 37% in Q2 2026, selling an estimated $183K and leaving 1,540 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #213.

Wealth Enhancement Trust Services first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 1,939 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,540 shares of KLA worth $465K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 920 KLA shares in Q2 2026, an estimated $183K.
  • KLA made up 0.05% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #213 holding.
  • Wealth Enhancement Trust Services first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 1,939 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.