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Wescott Financial Advisory Group’s KLA KLAC Stock Holding History

Wescott Financial Advisory Group’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 		$256K Buy
+847
New +$168K 0.02% 176
2024
Q1 		– Sell
-4,780
Closed -$278K – 169
2023
Q4 		$278K Hold
4,780
– – 0.04% 137
2023
Q3 		$219K Hold
4,780
– – 0.04% 144
2023
Q2 		$232K Buy
+4,780
New +$200K 0.04% 147

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

Wescott Financial Advisory Group's KLAC Position: Q2 2026 in Review

Wescott Financial Advisory Group opened a new position in KLA (KLAC) in Q2 2026: 847 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings. This is a return to the name: Wescott Financial Advisory Group previously reported a position in KLAC as recently as Q4 2023.

Wescott Financial Advisory Group first reported a position in KLAC in Q2 2023 and has held it in 4 quarters since. The position peaked at $278K in Q4 2023. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Wescott Financial Advisory Group held 847 shares of KLA worth $256K as of Q2 2026.
  • KLA was a new Wescott Financial Advisory Group position in Q2 2026.
  • KLA made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #176 holding.
  • Wescott Financial Advisory Group first reported a position in KLA in Q2 2023 and has held it in 4 quarters since.
  • Wescott Financial Advisory Group's KLA position peaked at $278K in Q4 2023.
  • 2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.