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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

KLAC holding history

KLA Corp in every 13F filed by Marks Group Wealth Management, Inc, 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)
2,895
Value
$873.5K
% of portfolio
0.1%
Quarters held
8
Since Q2 2021
Holdings of KLAC by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,895$873.5K0.1%+2,895NewHolders
Q1 20230$00.0%−18,004−100.0%Sold outHolders
Q4 202218,004$6.79M0.9%−659−3.5%ReducedHolders
Q3 202218,663$5.65M0.9%+398+2.2%AddedHolders
Q2 202218,265$5.83M0.8%+1,244+7.3%AddedHolders
Q1 202217,021$6.23M0.8%+1,273+8.1%AddedHolders
Q4 202115,748$6.76M0.8%−2,320−12.8%ReducedHolders
Q3 202118,068$6.03M0.8%−87−0.5%ReducedHolders
Q2 202118,155$5.90M0.8%+18,155NewHolders