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Wealth Management Associates’s KLA KLAC Stock Holding History

Wealth Management Associates’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 		$444K Sell
1,470
-360
-20% -$71.5K 0.12% 144
2026
Q1 		$269K Hold
1,830
– – 0.09% 196
2025
Q4 		$222K Buy
+1,830
New +$215K 0.08% 211
2024
Q3 		– Sell
-3,060
Closed -$252K – 215
2024
Q2 		$252K Hold
3,060
– – 0.12% 163
2024
Q1 		$252K Sell
3,060
-530
-15% -$34K 0.12% 163
2023
Q4 		$209K Buy
+3,590
New +$187K 0.11% 185

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

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

Wealth Management Associates reduced its KLA (KLAC) stake by 20% in Q2 2026, selling an estimated $71.5K and leaving 1,470 shares worth $444K. The position accounts for 0.12% of the portfolio, ranked #144.

Wealth Management Associates first reported a position in KLAC in Q4 2023 and has held it in 6 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Wealth Management Associates held 1,470 shares of KLA worth $444K as of Q2 2026.
  • Wealth Management Associates sold 360 KLA shares in Q2 2026, an estimated $71.5K.
  • KLA made up 0.12% of Wealth Management Associates's portfolio in Q2 2026, its #144 holding.
  • Wealth Management Associates first reported a position in KLA in Q4 2023 and has held it in 6 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.