AllSquare Wealth Management’s KLA KLAC Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$216K	Hold	2,000	–	–	0.11%	106
2025 Q2	$179K	Hold	2,000	–	–	0.1%	114
2025 Q1	$136K	Hold	2,000	–	–	0.08%	128
2024 Q4	$126K	Hold	2,000	–	–	0.07%	131
2024 Q3	$155K	Hold	2,000	–	–	0.09%	127
2024 Q2	$165K	Hold	2,000	–	–	0.1%	115
2024 Q1	$140K	Hold	2,000	–	–	0.08%	129
2023 Q4	$116K	Hold	2,000	–	–	0.07%	135
2023 Q3	$91.7K	Hold	2,000	–	–	0.06%	142
2023 Q2	$91.7K	Hold	2,000	–	–	0.06%	148
2023 Q1	$79.8K	Hold	2,000	–	–	0.05%	167
2022 Q4	$75.4K	Hold	2,000	–	–	0.05%	159
2022 Q3	$61K	Sell	2,000 -4,500	-69%	-$156K	0.04%	173
2022 Q2	$207K	Buy	6,500 +3,000	+86%	+$101K	0.14%	88
2022 Q1	$128K	Buy	+3,500	New	+$131K	0.08%	124

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllSquare Wealth Management's KLAC Position: Q3 2025 in Review

AllSquare Wealth Management held its KLA (KLAC) position steady in Q3 2025 at 2,000 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #106.

AllSquare Wealth Management first reported a position in KLAC in Q1 2022 and has held it in 15 quarters since. 1,732 funds tracked by Wall St. Rank hold KLAC as of Q3 2025.

AllSquare Wealth Management held 2,000 shares of KLA worth $216K as of Q3 2025.
AllSquare Wealth Management left its KLA share count unchanged in Q3 2025.
KLA made up 0.11% of AllSquare Wealth Management's portfolio in Q3 2025, its #106 holding.
AllSquare Wealth Management first reported a position in KLA in Q1 2022 and has held it in 15 quarters since.
1,732 funds tracked by Wall St. Rank held KLA as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.