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BOK Financial Private Wealth’s KLA KLAC Stock Holding History

BOK Financial 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 		$5.89K Sell
40
-1,820
-98% -$266K ﹤0.01% 371
2025
Q4 		$226K Buy
1,860
+1,820
+4,550% +$213K 0.01% 176
2025
Q3 		$4.32K Hold
40
– – ﹤0.01% 356
2025
Q2 		$3.58K Sell
40
-120
-75% -$9.03K ﹤0.01% 398
2025
Q1 		$10.9K Buy
160
+100
+167% +$7.2K ﹤0.01% 382
2024
Q4 		$3.78K Buy
60
+20
+50% +$1.35K ﹤0.01% 414
2024
Q3 		$3.1K Buy
+40
New +$3.14K ﹤0.01% 460
2022
Q2 		– Sell
-9,570
Closed -$350K – 420
2022
Q1 		$350K Buy
9,570
+1,390
+17% +$52K 0.02% 211
2021
Q4 		$352K Buy
8,180
+1,710
+26% +$66K 0.02% 205
2021
Q3 		$216K Buy
+6,470
New +$216K 0.02% 225

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