Avise Financial Cooperative’s KLA KLAC Stock Holding History

Avise Financial Cooperative’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	-1,790	Closed	-$217K	–	104
2025 Q4	$217K	Buy	+1,790	New	+$210K	0.2%	85

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Avise Financial Cooperative's KLAC Position: Q1 2026 in Review

Avise Financial Cooperative sold out of KLA (KLAC) in Q1 2026, closing a stake of 1,790 shares — an estimated $217K sold.

Avise Financial Cooperative first reported a position in KLAC in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 2,072 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Avise Financial Cooperative reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
Avise Financial Cooperative sold 1,790 KLA shares in Q1 2026, an estimated $217K.
Avise Financial Cooperative first reported a position in KLA in Q4 2025 and held it in 1 quarter.
Avise Financial Cooperative's KLA position peaked at $217K in Q4 2025.
2,072 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Avise Financial Cooperative's 13F filing for Q1 2026, filed 23 Apr 2026.