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Aviso Wealth Management’s KLA KLAC Stock Holding History

Aviso Wealth Management’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 		$442K Buy
3,000
+730
+32% +$107K 0.2% 100
2025
Q4 		$276K Hold
2,270
– – 0.12% 127
2025
Q3 		$245K Sell
2,270
-230
-9% -$21.5K 0.11% 126
2025
Q2 		$224K Buy
+2,500
New +$188K 0.1% 136
2024
Q3 		– Sell
-3,180
Closed -$262K – 155
2024
Q2 		$262K Hold
3,180
– – 0.16% 120
2024
Q1 		$222K Buy
+3,180
New +$204K 0.14% 139

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

Aviso Wealth Management's KLAC Position: Q1 2026 in Review

Aviso Wealth Management increased its KLA (KLAC) stake by 32% in Q1 2026, buying an estimated $107K and bringing the position to 3,000 shares worth $442K. The position accounts for 0.2% of the portfolio, ranked #100.

Aviso Wealth Management first reported a position in KLAC in Q1 2024 and has held it in 6 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Aviso Wealth Management held 3,000 shares of KLA worth $442K as of Q1 2026.
  • Aviso Wealth Management bought 730 KLA shares in Q1 2026, an estimated $107K.
  • KLA made up 0.2% of Aviso Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Aviso Wealth Management first reported a position in KLA in Q1 2024 and has held it in 6 quarters since.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

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