BetterWealth’s KLA KLAC Stock Holding History

BetterWealth’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	$394K	Hold	2,680	–	–	0.08%	50
2025 Q4	$325K	Hold	2,680	–	–	0.07%	46
2025 Q3	$289K	Hold	2,680	–	–	0.07%	54
2025 Q2	$240K	Sell	2,680 -1,840	-41%	-$138K	0.06%	55
2025 Q1	$307K	Sell	4,520 -690	-13%	-$49.7K	0.09%	44
2024 Q4	$328K	Buy	5,210 +10	+0.2%	+$676	0.09%	50
2024 Q3	$403K	Buy	5,200 +10	+0.2%	+$785	0.12%	43
2024 Q2	$428K	Hold	5,190	–	–	0.14%	38
2024 Q1	$362K	Buy	5,190 +70	+1%	+$4.5K	0.12%	47
2023 Q4	$298K	Buy	5,120 +10	+0.2%	+$520	0.1%	49
2023 Q3	$234K	Buy	+5,110	New	+$245K	0.09%	43

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

BetterWealth's KLAC Position: Q1 2026 in Review

BetterWealth held its KLA (KLAC) position steady in Q1 2026 at 2,680 shares worth $394K. The position accounts for 0.08% of the portfolio, ranked #50.

BetterWealth first reported a position in KLAC in Q3 2023 and has held it in 11 quarters since. The position peaked at $428K in Q2 2024. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

BetterWealth held 2,680 shares of KLA worth $394K as of Q1 2026.
BetterWealth left its KLA share count unchanged in Q1 2026.
KLA made up 0.08% of BetterWealth's portfolio in Q1 2026, its #50 holding.
BetterWealth first reported a position in KLA in Q3 2023 and has held it in 11 quarters since.
BetterWealth's KLA position peaked at $428K in Q2 2024.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.