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Beverly Hills Private Wealth’s KLA KLAC Stock Holding History

Beverly Hills Private Wealth’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 		$377K Sell
2,560
-8,780
-77% -$1.28M 0.06% 226
2025
Q4 		$1.38M Sell
11,340
-4,320
-28% -$507K 0.24% 109
2025
Q3 		$1.69M Sell
15,660
-330
-2% -$30.8K 0.3% 93
2025
Q2 		$1.43M Sell
15,990
-490
-3% -$36.9K 0.27% 98
2025
Q1 		$1.12M Sell
16,480
-50
-0.3% -$3.6K 0.22% 115
2024
Q4 		$1.04M Buy
16,530
+1,370
+9% +$92.6K 0.21% 116
2024
Q3 		$1.17M Buy
15,160
+1,220
+9% +$95.7K 0.24% 112
2024
Q2 		$1.15M Sell
13,940
-3,810
-21% -$281K 0.25% 100
2024
Q1 		$1.24M Buy
17,750
+1,580
+10% +$101K 0.29% 90
2023
Q4 		$940K Buy
16,170
+1,850
+13% +$96.3K 0.25% 95
2023
Q3 		$657K Sell
14,320
-13,670
-49% -$656K 0.2% 114
2023
Q2 		$1.39M Buy
27,990
+13,960
+100% +$583K 0.23% 101
2023
Q1 		$560K Buy
14,030
+1,860
+15% +$73.3K 0.17% 133
2022
Q4 		$459K Buy
+12,170
New +$424K 0.2% 116

Other funds holding KLAC

BlackRock
BlackRock New York $5.7T 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