Werba Rubin Papier Wealth Management’s KLA KLAC Stock Holding History

Werba Rubin Papier Wealth Management’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	$563K	Sell	1,865 -1,355	-42%	-$269K	0.07%	144
2026 Q1	$474K	Buy	3,220 +320	+11%	+$46.8K	0.07%	143
2025 Q4	$352K	Buy	2,900 +270	+10%	+$31.7K	0.1%	139
2025 Q3	$284K	Buy	+2,630	New	+$245K	0.05%	180
2025 Q2	–	Sell	-3,040	Closed	-$207K	–	232
2025 Q1	$207K	Buy	+3,040	New	+$219K	0.04%	179
2024 Q4	–	Sell	-2,710	Closed	-$210K	–	206
2024 Q3	$210K	Buy	2,710 +130	+5%	+$10.2K	0.05%	172
2024 Q2	$213K	Buy	+2,580	New	+$191K	0.06%	154
2023 Q4	–	Sell	-142,030	Closed	-$6.51M	–	123
2023 Q3	$6.51M	Hold	142,030	–	–	2.32%	8
2023 Q2	$6.89M	Sell	142,030 -130	-0.1%	-$5.43K	2.39%	8
2023 Q1	$5.67M	Hold	142,160	–	–	2.23%	8
2022 Q4	$5.36M	Buy	+142,160	New	+$4.95M	2.21%	8

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

Werba Rubin Papier Wealth Management's KLAC Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its KLA (KLAC) stake by 42% in Q2 2026, selling an estimated $269K and leaving 1,865 shares worth $563K. The position accounts for 0.07% of the portfolio, ranked #144.

Werba Rubin Papier Wealth Management first reported a position in KLAC in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.89M in Q2 2023. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Werba Rubin Papier Wealth Management held 1,865 shares of KLA worth $563K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 1,355 KLA shares in Q2 2026, an estimated $269K.
KLA made up 0.07% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #144 holding.
Werba Rubin Papier Wealth Management first reported a position in KLA in Q4 2022 and has held it in 11 quarters since.
Werba Rubin Papier Wealth Management's KLA position peaked at $6.89M in Q2 2023.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.