Aviso Financial’s KLA KLAC Stock Holding History

Aviso Financial’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	$524K	Buy	3,560 +200	+6%	+$29.3K	0.02%	187
2025 Q4	$408K	Buy	3,360 +80	+2%	+$9.38K	0.02%	197
2025 Q3	$354K	Buy	+3,280	New	+$306K	0.01%	209

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

Aviso Financial's KLAC Position: Q1 2026 in Review

Aviso Financial increased its KLA (KLAC) stake by 6% in Q1 2026, buying an estimated $29.3K and bringing the position to 3,560 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #187.

Aviso Financial first reported a position in KLAC in Q3 2025 and has held it in 3 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Aviso Financial held 3,560 shares of KLA worth $524K as of Q1 2026.
Aviso Financial bought 200 KLA shares in Q1 2026, an estimated $29.3K.
KLA made up 0.02% of Aviso Financial's portfolio in Q1 2026, its #187 holding.
Aviso Financial first reported a position in KLA in Q3 2025 and has held it in 3 quarters since.
2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.