Allworth Financial’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.6M | Sell |
214,780
-21,370
| -9% | -$3.13M | 0.13% | 102 |
|
|
2025
Q4 | $28.7M | Sell |
236,150
-34,380
| -13% | -$4.03M | 0.12% | 108 |
|
|
2025
Q3 | $29.2M | Sell |
270,530
-8,670
| -3% | -$809K | 0.13% | 100 |
|
|
2025
Q2 | $25M | Buy |
279,200
+139,190
| +99% | +$10.5M | 0.12% | 107 |
|
|
2025
Q1 | $9.65M | Buy |
140,010
+48,850
| +54% | +$3.52M | 0.05% | 187 |
|
|
2024
Q4 | $7.04M | Buy |
91,160
+4,850
| +6% | +$328K | 0.04% | 219 |
|
|
2024
Q3 | $6.68M | Sell |
86,310
-390
| -0.4% | -$30.6K | 0.04% | 177 |
|
|
2024
Q2 | $6.61M | Sell |
86,700
-570
| -0.7% | -$42.1K | 0.04% | 185 |
|
|
2024
Q1 | $6.1M | Buy |
87,270
+430
| +0.5% | +$27.6K | 0.04% | 174 |
|
|
2023
Q4 | $5.05M | Buy |
86,840
+1,040
| +1% | +$54.1K | 0.04% | 185 |
|
|
2023
Q3 | $3.94M | Buy |
85,800
+260
| +0.3% | +$12.5K | 0.03% | 192 |
|
|
2023
Q2 | $4.15M | Buy |
85,540
+1,320
| +2% | +$55.2K | 0.04% | 194 |
|
|
2023
Q1 | $3.36M | Buy |
84,220
+340
| +0.4% | +$13.4K | 0.03% | 197 |
|
|
2022
Q4 | $3.16M | Buy |
83,880
+750
| +0.9% | +$26.1K | 0.04% | 190 |
|
|
2022
Q3 | $2.52M | Sell |
83,130
-860
| -1% | -$29.8K | 0.03% | 205 |
|
|
2022
Q2 | $2.68M | Buy |
83,990
+22,580
| +37% | +$759K | 0.04% | 189 |
|
|
2022
Q1 | $2.25M | Buy |
61,410
+2,350
| +4% | +$87.9K | 0.03% | 207 |
|
|
2021
Q4 | $2.54M | Buy |
59,060
+340
| +0.6% | +$13.1K | 0.04% | 174 |
|
|
2021
Q3 | $1.96M | Buy |
58,720
+2,580
| +5% | +$86.1K | 0.03% | 171 |
|
|
2021
Q2 | $1.82M | Sell |
56,140
-20
| -0% | -$641 | 0.03% | 137 |
|
|
2021
Q1 | $1.86M | Hold |
56,160
| – | – | 0.04% | 119 |
|
|
2020
Q4 | $1.45M | Sell |
56,160
-10,000
| -15% | -$233K | 0.04% | 96 |
|
|
2020
Q3 | $1.28M | Hold |
66,160
| – | – | 0.04% | 81 |
|
|
2020
Q2 | $1.29M | Hold |
66,160
| – | – | 0.04% | 79 |
|
|
2020
Q1 | $951K | Buy |
66,160
+20
| +0% | +$322 | 0.03% | 110 |
|
|
2019
Q4 | $1.18M | Hold |
66,140
| – | – | 0.04% | 66 |
|
|
2019
Q3 | $1.05M | Hold |
66,140
| – | – | 0.04% | 63 |
|
|
2019
Q2 | $782K | Hold |
66,140
| – | – | 0.03% | 76 |
|
|
2019
Q1 | $790K | Hold |
66,140
| – | – | 0.03% | 74 |
|
|
2018
Q4 | $592K | Hold |
66,140
| – | – | 0.03% | 82 |
|
|
2018
Q3 | $673K | Sell |
66,140
-240
| -0.4% | -$2.62K | 0.03% | 78 |
|
|
2018
Q2 | $681K | Buy |
+66,380
| New | +$722K | 0.03% | 75 |
|
Other funds holding KLAC
VCM
VPM
Allworth Financial's KLAC Position: Q1 2026 in Review
Allworth Financial reduced its KLA (KLAC) stake by 9% in Q1 2026, selling an estimated $3.13M and leaving 214,780 shares worth $31.6M. The position accounts for 0.13% of the portfolio, ranked #102.
Allworth Financial first reported a position in KLAC in Q2 2018 and has held it in 32 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.
- Allworth Financial held 214,780 shares of KLA worth $31.6M as of Q1 2026.
- Allworth Financial sold 21,370 KLA shares in Q1 2026, an estimated $3.13M.
- KLA made up 0.13% of Allworth Financial's portfolio in Q1 2026, its #102 holding.
- Allworth Financial first reported a position in KLA in Q2 2018 and has held it in 32 quarters since.
- 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.