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Whipplewood Advisors’s KLA KLAC Stock Holding History

Whipplewood Advisors’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 		$3.02K Sell
10
-300
-97% -$59.6K ﹤0.01% 373
2026
Q1 		$45.6K Buy
+310
New +$45.4K 0.02% 277
2025
Q3 		– Sell
-260
Closed -$23.3K – 764
2025
Q2 		$23.3K Sell
260
-1,400
-84% -$105K 0.01% 432
2025
Q1 		$17.7K Buy
1,660
+1,400
+538% +$101K 0.01% 473
2024
Q4 		$16.4K Buy
+260
New +$17.6K 0.01% 476

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

Whipplewood Advisors's KLAC Position: Q2 2026 in Review

Whipplewood Advisors reduced its KLA (KLAC) stake by 97% in Q2 2026, selling an estimated $59.6K and leaving 10 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Whipplewood Advisors first reported a position in KLAC in Q4 2024 and has held it in 5 quarters since. The position peaked at $45.6K in Q1 2026. 2,471 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Whipplewood Advisors held 10 shares of KLA worth $3.02K as of Q2 2026.
  • Whipplewood Advisors sold 300 KLA shares in Q2 2026, an estimated $59.6K.
  • KLA made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #373 holding.
  • Whipplewood Advisors first reported a position in KLA in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's KLA position peaked at $45.6K in Q1 2026.
  • 2,471 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.