Capital A Wealth Management’s KLA KLAC Stock Holding History

Capital A Wealth Management’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
2025 Q2	–	Sell	-10	Closed	-$680	–	664
2025 Q1	$680	Hold	10	–	–	﹤0.01%	588
2024 Q4	$630	Buy	+10	New	+$676	﹤0.01%	626

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's KLAC Position: Q2 2025 in Review

Capital A Wealth Management sold out of KLA (KLAC) in Q2 2025, closing a stake of 10 shares — an estimated $680 sold.

Capital A Wealth Management first reported a position in KLAC in Q4 2024 and held it in 2 quarters. The position peaked at $680 in Q1 2025. 1,661 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

Capital A Wealth Management reported no remaining KLA position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 10 KLA shares in Q2 2025, an estimated $680.
Capital A Wealth Management first reported a position in KLA in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's KLA position peaked at $680 in Q1 2025.
1,661 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.