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Cedar Wealth Management’s KLA KLAC Stock Holding History

Cedar 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
2026
Q1 		– Sell
-220
Closed -$26.7K – 170
2025
Q4 		$26.7K Hold
220
– – 0.01% 140
2025
Q3 		$23.7K Hold
220
– – 0.01% 143
2025
Q2 		$19.7K Hold
220
– – 0.01% 141
2025
Q1 		$15K Hold
220
– – 0.01% 140
2024
Q4 		$13.9K Hold
220
– – 0.01% 135
2024
Q3 		$17K Sell
220
-120
-35% -$9.41K 0.01% 198
2024
Q2 		$28K Sell
340
-50
-13% -$3.69K 0.01% 188
2024
Q1 		$27.2K Buy
390
+170
+77% +$10.9K 0.01% 195
2023
Q4 		$12.8K Hold
220
– – ﹤0.01% 216
2023
Q3 		$10.1K Hold
220
– – ﹤0.01% 228
2023
Q2 		$10.7K Hold
220
– – ﹤0.01% 238
2023
Q1 		$8.78K Hold
220
– – ﹤0.01% 236
2022
Q4 		$8.29K Hold
220
– – ﹤0.01% 232
2022
Q3 		$7K Sell
220
-330
-60% -$11.4K ﹤0.01% 268
2022
Q2 		$18K Buy
550
+160
+41% +$5.38K 0.01% 232
2022
Q1 		$14K Hold
390
– – 0.01% 276
2021
Q4 		$17K Buy
+390
New +$15.1K 0.01% 263

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Cedar Wealth Management's KLAC Position: Q1 2026 in Review

Cedar Wealth Management sold out of KLA (KLAC) in Q1 2026, closing a stake of 220 shares — an estimated $26.7K sold.

Cedar Wealth Management first reported a position in KLAC in Q4 2021 and held it in 17 quarters. The position peaked at $28K in Q2 2024. 2,072 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Cedar Wealth Management reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 220 KLA shares in Q1 2026, an estimated $26.7K.
  • Cedar Wealth Management first reported a position in KLA in Q4 2021 and held it in 17 quarters.
  • Cedar Wealth Management's KLA position peaked at $28K in Q2 2024.
  • 2,072 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.