XXI Wealth LLC’s KLA KLAC Stock Holding History

XXI Wealth LLC’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	$750K	Buy	2,485 +165	+7%	+$32.8K	0.34%	74
2026 Q1	$342K	Buy	2,320 +630	+37%	+$92.2K	0.19%	139
2025 Q4	$205K	Buy	+1,690	New	+$198K	0.12%	176

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

XXI Wealth LLC's KLAC Position: Q2 2026 in Review

XXI Wealth LLC increased its KLA (KLAC) stake by 7.1% in Q2 2026, buying an estimated $32.8K and bringing the position to 2,485 shares worth $750K. The position accounts for 0.34% of the portfolio, ranked #74.

XXI Wealth LLC first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,477 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

XXI Wealth LLC held 2,485 shares of KLA worth $750K as of Q2 2026.
XXI Wealth LLC bought 165 KLA shares in Q2 2026, an estimated $32.8K.
KLA made up 0.34% of XXI Wealth LLC's portfolio in Q2 2026, its #74 holding.
XXI Wealth LLC first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
2,477 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.