Atria Wealth Solutions’s KLA KLAC Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.57M	Sell	17,500 -28,000	-62%	-$2.11M	0.04%	485
2025 Q1	$3.09M	Sell	45,500 -8,290	-15%	-$597K	0.04%	491
2024 Q4	$3.39M	Sell	53,790 -1,380	-3%	-$93.3K	0.04%	467
2024 Q3	$4.27M	Sell	55,170 -6,780	-11%	-$532K	0.05%	386
2024 Q2	$5.11M	Sell	61,950 -1,010	-2%	-$74.6K	0.06%	338
2024 Q1	$4.4M	Buy	62,960 +6,690	+12%	+$430K	0.05%	375
2023 Q4	$3.27M	Buy	56,270 +9,910	+21%	+$516K	0.04%	440
2023 Q3	$2.13M	Buy	46,360 +1,840	+4%	+$88.2K	0.03%	538
2023 Q2	$2.16M	Buy	44,520 +6,500	+17%	+$272K	0.03%	542
2023 Q1	$1.52M	Buy	38,020 +750	+2%	+$29.6K	0.02%	641
2022 Q4	$1.41M	Buy	37,270 +26,070	+233%	+$909K	0.02%	626
2022 Q3	$339K	Buy	+11,200	New	+$388K	0.01%	1227
2022 Q2	–	Sell	-5,700	Closed	-$209K	–	1775
2022 Q1	$209K	Buy	+5,700	New	+$213K	﹤0.01%	1574

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM