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Berger Financial Group’s KLA KLAC Stock Holding History

Berger Financial Group’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 		$644K Hold
4,370
– – 0.04% 258
2025
Q4 		$531K Hold
4,370
– – 0.03% 282
2025
Q3 		$471K Buy
4,370
+630
+17% +$58.8K 0.03% 293
2025
Q2 		$335K Sell
3,740
-130
-3% -$9.78K 0.02% 320
2025
Q1 		$263K Sell
3,870
-260
-6% -$18.7K 0.02% 359
2024
Q4 		$260K Hold
4,130
– – 0.02% 350
2024
Q3 		$320K Buy
4,130
+20
+0.5% +$1.57K 0.02% 295
2024
Q2 		$339K Buy
4,110
+10
+0.2% +$739 0.03% 259
2024
Q1 		$287K Sell
4,100
-120
-3% -$7.71K 0.02% 284
2023
Q4 		$245K Buy
+4,220
New +$220K 0.03% 267
2023
Q3 		– Sell
-4,270
Closed -$207K – 286
2023
Q2 		$207K Buy
+4,270
New +$178K 0.02% 274

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

Berger Financial Group's KLAC Position: Q1 2026 in Review

Berger Financial Group held its KLA (KLAC) position steady in Q1 2026 at 4,370 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #258.

Berger Financial Group first reported a position in KLAC in Q2 2023 and has held it in 11 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Berger Financial Group held 4,370 shares of KLA worth $644K as of Q1 2026.
  • Berger Financial Group left its KLA share count unchanged in Q1 2026.
  • KLA made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #258 holding.
  • Berger Financial Group first reported a position in KLA in Q2 2023 and has held it in 11 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.