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Ascent Wealth Partners, LLC

SEC CIK
0001546865
Latest filing
Jul 31, 2026

KLAC holding history

KLA Corp in every 13F filed by Ascent Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KLAC overviewAll 13F holders of KLACFull Q2 2026 holdings

Shares (Q2 2026)
36,361
Value
$11.0M
% of portfolio
1.1%
Quarters held
16
Since Q3 2022
Holdings of KLAC by Ascent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,361$11.0M1.1%+761+2.1%AddedConverted for a 10-for-1 splitHolders
Q1 20263,560$5.24M0.6%+144+4.2%AddedHolders
Q4 20253,416$4.15M0.5%+37+1.1%AddedHolders
Q3 20253,379$3.64M0.4%−1,142−25.3%ReducedHolders
Q2 20254,521$4.05M0.5%+48+1.1%AddedHolders
Q1 20254,473$3.04M0.4%+3+0.1%AddedHolders
Q4 20244,470$2.82M0.4%+4+0.1%AddedHolders
Q3 20244,466$3.46M0.5%+16+0.4%AddedHolders
Q2 20244,450$3.67M0.5%−38−0.8%ReducedHolders
Q1 20244,488$3.14M0.5%−68−1.5%ReducedHolders
Q4 20234,556$2.65M0.4%+137+3.1%AddedHolders
Q3 20234,419$2.03M0.4%−29−0.7%ReducedHolders
Q2 20234,448$2.09M0.4%+177+4.1%AddedHolders
Q1 20234,271$1.70M0.3%+67+1.6%AddedHolders
Q4 20224,204$1.59M0.3%+682+19.4%AddedHolders
Q3 20223,522$1.07M0.3%+3,522NewHolders