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Ariadne Wealth Management’s KLA KLAC Stock Holding History

Ariadne 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 		$780K Buy
5,300
+600
+13% +$87.8K 0.35% 68
2025
Q4 		$682K Buy
4,700
+30
+0.6% +$3.52K 0.28% 76
2025
Q3 		$543K Buy
4,670
+1,280
+38% +$119K 0.24% 92
2025
Q2 		$322K Sell
3,390
-2,130
-39% -$160K 0.15% 142
2025
Q1 		$387K Buy
5,520
+340
+7% +$24.5K 0.2% 109
2024
Q4 		$389K Buy
5,180
+960
+23% +$64.9K 0.18% 114
2024
Q3 		$290K Buy
+4,220
New +$331K 0.16% 135

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

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

Ariadne Wealth Management increased its KLA (KLAC) stake by 13% in Q1 2026, buying an estimated $87.8K and bringing the position to 5,300 shares worth $780K. The position accounts for 0.35% of the portfolio, ranked #68.

Ariadne Wealth Management first reported a position in KLAC in Q3 2024 and has held it in 7 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Ariadne Wealth Management held 5,300 shares of KLA worth $780K as of Q1 2026.
  • Ariadne Wealth Management bought 600 KLA shares in Q1 2026, an estimated $87.8K.
  • KLA made up 0.35% of Ariadne Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Ariadne Wealth Management first reported a position in KLA in Q3 2024 and has held it in 7 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.