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Arkadios Wealth Advisors’s KLA KLAC Stock Holding History

Arkadios Wealth Advisors’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 		$3.19M Sell
21,680
-4,330
-17% -$633K 0.05% 367
2025
Q4 		$3.16M Buy
26,010
+1,250
+5% +$147K 0.06% 319
2025
Q3 		$2.67M Buy
24,760
+3,190
+15% +$298K 0.06% 321
2025
Q2 		$1.93M Buy
21,570
+1,460
+7% +$110K 0.06% 358
2025
Q1 		$1.37M Buy
20,110
+14,210
+241% +$1.02M 0.05% 375
2024
Q4 		$372K Buy
5,900
+650
+12% +$43.9K 0.02% 653
2024
Q3 		$406K Sell
5,250
-4,440
-46% -$348K 0.02% 615
2024
Q2 		$799K Buy
9,690
+5,680
+142% +$420K 0.05% 330
2024
Q1 		$280K Sell
4,010
-30
-0.7% -$1.93K 0.02% 556
2023
Q4 		$235K Buy
+4,040
New +$210K 0.02% 608
2021
Q3 		– Sell
-1,130
Closed -$36K – 1958
2021
Q2 		$36K Buy
1,130
+720
+176% +$23.1K ﹤0.01% 1049
2021
Q1 		$13K Buy
+410
New +$12.4K ﹤0.01% 1106
2020
Q2 		– Sell
-160
Closed -$2.3K – 1059
2020
Q1 		$2.3K Hold
160
– – ﹤0.01% 907
2019
Q4 		$2.86K Buy
+160
New +$2.68K ﹤0.01% 776

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

Arkadios Wealth Advisors's KLAC Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its KLA (KLAC) stake by 17% in Q1 2026, selling an estimated $633K and leaving 21,680 shares worth $3.19M. The position accounts for 0.05% of the portfolio, ranked #367.

Arkadios Wealth Advisors first reported a position in KLAC in Q4 2019 and has held it in 14 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Arkadios Wealth Advisors held 21,680 shares of KLA worth $3.19M as of Q1 2026.
  • Arkadios Wealth Advisors sold 4,330 KLA shares in Q1 2026, an estimated $633K.
  • KLA made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #367 holding.
  • Arkadios Wealth Advisors first reported a position in KLA in Q4 2019 and has held it in 14 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

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