Carolinas Wealth Consulting’s KLA KLAC Stock Holding History

Carolinas Wealth Consulting’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	-280	Closed	-$19K	–	515
2025 Q1	$19K	Buy	280 +50	+22%	+$3.6K	﹤0.01%	462
2024 Q4	$14.5K	Sell	230 -130	-36%	-$8.79K	﹤0.01%	504
2024 Q3	$27.9K	Buy	360 +10	+3%	+$785	0.01%	437
2024 Q2	$28.9K	Hold	350	–	–	0.01%	438
2024 Q1	$24.4K	Buy	350 +50	+17%	+$3.21K	﹤0.01%	460
2023 Q4	$17.4K	Buy	300 +190	+173%	+$9.89K	﹤0.01%	470
2023 Q3	$5.17K	Hold	110	–	–	﹤0.01%	599
2023 Q2	$5.33K	Sell	110 -2,050	-95%	-$85.7K	﹤0.01%	668
2023 Q1	$86.2K	Buy	2,160 +2,050	+1,864%	+$80.8K	0.02%	284
2022 Q4	$4.15K	Hold	110	–	–	﹤0.01%	712
2022 Q3	$3K	Hold	110	–	–	﹤0.01%	726
2022 Q2	$4K	Hold	110	–	–	﹤0.01%	682
2022 Q1	$4K	Hold	110	–	–	﹤0.01%	723
2021 Q4	$5K	Hold	110	–	–	﹤0.01%	705
2021 Q3	$4K	Hold	110	–	–	﹤0.01%	702
2021 Q2	$4K	Hold	110	–	–	﹤0.01%	730
2021 Q1	$4K	Hold	110	–	–	﹤0.01%	739
2020 Q4	$3K	Hold	110	–	–	﹤0.01%	702
2020 Q3	$2K	Buy	110 +40	+57%	+$790	﹤0.01%	709
2020 Q2	$1K	Buy	+70	New	+$1.2K	﹤0.01%	582

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

Carolinas Wealth Consulting's KLAC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of KLA (KLAC) in Q2 2025, closing a stake of 280 shares — an estimated $19K sold.

Carolinas Wealth Consulting first reported a position in KLAC in Q2 2020 and held it in 20 quarters. The position peaked at $86.2K in Q1 2023. 1,661 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

Carolinas Wealth Consulting reported no remaining KLA position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 280 KLA shares in Q2 2025, an estimated $19K.
Carolinas Wealth Consulting first reported a position in KLA in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's KLA position peaked at $86.2K in Q1 2023.
1,661 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.