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Aprio Wealth Management’s KLA KLAC Stock Holding History

Aprio 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
2026
Q1 		$939K Buy
6,380
+1,090
+21% +$159K 0.05% 222
2025
Q4 		$707K Buy
5,290
+150
+3% +$17.6K 0.04% 250
2025
Q3 		$554K Buy
5,140
+300
+6% +$28K 0.06% 201
2025
Q2 		$433K Sell
4,840
-910
-16% -$68.5K 0.05% 215
2025
Q1 		$391K Buy
5,750
+980
+21% +$70.6K 0.05% 215
2024
Q4 		$301K Buy
4,770
+930
+24% +$62.9K 0.04% 215
2024
Q3 		$297K Buy
3,840
+70
+2% +$5.49K 0.05% 197
2024
Q2 		$311K Buy
3,770
+640
+20% +$47.3K 0.06% 160
2024
Q1 		$218K Buy
+3,130
New +$201K 0.04% 202

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aprio Wealth Management's KLAC Position: Q1 2026 in Review

Aprio Wealth Management increased its KLA (KLAC) stake by 21% in Q1 2026, buying an estimated $159K and bringing the position to 6,380 shares worth $939K. The position accounts for 0.05% of the portfolio, ranked #222.

Aprio Wealth Management first reported a position in KLAC in Q1 2024 and has held it in 9 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Aprio Wealth Management held 6,380 shares of KLA worth $939K as of Q1 2026.
  • Aprio Wealth Management bought 1,090 KLA shares in Q1 2026, an estimated $159K.
  • KLA made up 0.05% of Aprio Wealth Management's portfolio in Q1 2026, its #222 holding.
  • Aprio Wealth Management first reported a position in KLA in Q1 2024 and has held it in 9 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.