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Wealthspire Advisors (New York)’s KLA KLAC Stock Holding History

Wealthspire Advisors (New York)’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 		$10M Buy
33,303
+29,613
+803% +$5.88M 0.06% 173
2026
Q1 		$543K Sell
3,690
-10,430
-74% -$1.53M ﹤0.01% 551
2025
Q4 		$1.72M Buy
14,120
+10,800
+325% +$1.27M 0.01% 320
2025
Q3 		$358K Sell
3,320
-1,250
-27% -$117K ﹤0.01% 617
2025
Q2 		$409K Buy
4,570
+1,050
+30% +$79K ﹤0.01% 589
2025
Q1 		$239K Buy
+3,520
New +$254K ﹤0.01% 700
2024
Q4 		– Sell
-3,560
Closed -$276K – 817
2024
Q3 		$276K Buy
3,560
+850
+31% +$66.7K ﹤0.01% 636
2024
Q2 		$224K Sell
2,710
-540
-17% -$39.9K ﹤0.01% 599
2024
Q1 		$227K Sell
3,250
-1,820
-36% -$117K ﹤0.01% 570
2023
Q4 		$295K Buy
+5,070
New +$264K ﹤0.01% 529
2023
Q1 		– Sell
-6,060
Closed -$228K – 569
2022
Q4 		$228K Buy
+6,060
New +$211K ﹤0.01% 515
2022
Q1 		– Sell
-5,580
Closed -$240K – 496
2021
Q4 		$240K Buy
+5,580
New +$215K 0.01% 483
2021
Q2 		– Sell
-17,510
Closed -$579K – 527
2021
Q1 		$579K Buy
17,510
+1,590
+10% +$47.9K 0.01% 358
2020
Q4 		$412K Buy
15,920
+4,540
+40% +$106K 0.01% 343
2020
Q3 		$220K Sell
11,380
-220
-2% -$4.35K 0.01% 280
2020
Q2 		$226K Sell
11,600
-5,520
-32% -$94.4K 0.02% 241
2020
Q1 		$246K Buy
+17,120
New +$276K 0.01% 439
2019
Q1 		– Sell
-1,050
Closed -$9K – 449
2018
Q4 		$9K Buy
+1,050
New +$9.78K ﹤0.01% 528

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s KLAC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its KLA (KLAC) stake by 803% in Q2 2026, buying an estimated $5.88M and bringing the position to 33,303 shares worth $10M. The position accounts for 0.06% of the portfolio, ranked #173.

Wealthspire Advisors (New York) first reported a position in KLAC in Q4 2018 and has held it in 18 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Wealthspire Advisors (New York) held 33,303 shares of KLA worth $10M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 29,613 KLA shares in Q2 2026, an estimated $5.88M.
  • KLA made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #173 holding.
  • Wealthspire Advisors (New York) first reported a position in KLA in Q4 2018 and has held it in 18 quarters since.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.