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Wellington-Altus USA’s KLA KLAC Stock Holding History

Wellington-Altus USA’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 		$253K Sell
172
-17,028
-99% -$3.38M 0.18% 99
2026
Q1 		$519K Buy
17,200
+15,480
+900% +$2.26M 0.31% 81
2025
Q4 		$209K Buy
+1,720
New +$202K 0.15% 111

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

Wellington-Altus USA's KLAC Position: Q2 2026 in Review

Wellington-Altus USA reduced its KLA (KLAC) stake by 99% in Q2 2026, selling an estimated $3.38M and leaving 172 shares worth $253K. The position accounts for 0.18% of the portfolio, ranked #99.

Wellington-Altus USA first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $519K in Q1 2026. 2,489 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Wellington-Altus USA held 172 shares of KLA worth $253K as of Q2 2026.
  • Wellington-Altus USA sold 17,028 KLA shares in Q2 2026, an estimated $3.38M.
  • KLA made up 0.18% of Wellington-Altus USA's portfolio in Q2 2026, its #99 holding.
  • Wellington-Altus USA first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's KLA position peaked at $519K in Q1 2026.
  • 2,489 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.