Brookwood Investment Group’s KLA KLAC Stock Holding History

Brookwood Investment 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	–	Sell	-1,830	Closed	-$223K	–	559
2025 Q4	$223K	Buy	+1,830	New	+$215K	0.03%	460

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

Brookwood Investment Group's KLAC Position: Q1 2026 in Review

Brookwood Investment Group sold out of KLA (KLAC) in Q1 2026, closing a stake of 1,830 shares — an estimated $223K sold.

Brookwood Investment Group first reported a position in KLAC in Q4 2025 and held it in 1 quarter. The position peaked at $223K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Brookwood Investment Group reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
Brookwood Investment Group sold 1,830 KLA shares in Q1 2026, an estimated $223K.
Brookwood Investment Group first reported a position in KLA in Q4 2025 and held it in 1 quarter.
Brookwood Investment Group's KLA position peaked at $223K in Q4 2025.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.