Zinnia Wealth Advisory’s KLA KLAC Stock Holding History

Zinnia Wealth Advisory’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	$612K	Hold	2,030	–	–	0.62%	35
2026 Q1	$299K	Hold	2,030	–	–	0.33%	69
2025 Q4	$247K	Buy	+2,030	New	+$238K	0.27%	75

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

Zinnia Wealth Advisory's KLAC Position: Q2 2026 in Review

Zinnia Wealth Advisory held its KLA (KLAC) position steady in Q2 2026 at 2,030 shares worth $612K. The position accounts for 0.62% of the portfolio, ranked #35.

Zinnia Wealth Advisory first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,479 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Zinnia Wealth Advisory held 2,030 shares of KLA worth $612K as of Q2 2026.
Zinnia Wealth Advisory left its KLA share count unchanged in Q2 2026.
KLA made up 0.62% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #35 holding.
Zinnia Wealth Advisory first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
2,479 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.