Atlantic Private Wealth’s KLA KLAC Stock Holding History

Atlantic Private Wealth’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	–	Sell	-10	Closed	-$1.22K	–	359
2025 Q4	$1.22K	Buy	+10	New	+$1.17K	﹤0.01%	242

Other funds holding KLAC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

Atlantic Private Wealth's KLAC Position: Q1 2026 in Review

Atlantic Private Wealth sold out of KLA (KLAC) in Q1 2026, closing a stake of 10 shares — an estimated $1.22K sold.

Atlantic Private Wealth first reported a position in KLAC in Q4 2025 and held it in 1 quarter. The position peaked at $1.22K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Atlantic Private Wealth reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 10 KLA shares in Q1 2026, an estimated $1.22K.
Atlantic Private Wealth first reported a position in KLA in Q4 2025 and held it in 1 quarter.
Atlantic Private Wealth's KLA position peaked at $1.22K in Q4 2025.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.