Position in KLAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$873,450
-$5,914,598 QoQ
Shares Held
2,895
-98.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,508
of 2,471 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $4,691,176 across 3 Semiconductor Equipment & Materials names. KLAC ranks #2 (18.6% of the industry book) .
All Filings in KLAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,450 | 2,895 | Shares | Sole | 2026-07-28 | |
| 2022-12-31 | $6,788,048 | 18,004 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,647,983 | 18,663 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,827,996 | 18,265 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,230,707 | 17,021 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,773,372 | 15,748 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $6,043,926 | 18,068 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,886,032 | 18,155 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||