Cetera Trust Company’s KLA KLAC Stock Holding History

Cetera Trust Company’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	$30.9K	Hold	210	–	–	0.02%	239
2025 Q4	$25.5K	Hold	210	–	–	0.01%	243
2025 Q3	$22.7K	Hold	210	–	–	0.01%	247
2025 Q2	$18.8K	Hold	210	–	–	0.01%	255
2025 Q1	$14.3K	Hold	210	–	–	0.01%	262
2024 Q4	$13.2K	Hold	210	–	–	0.01%	271
2024 Q3	$16.3K	Hold	210	–	–	0.01%	266
2024 Q2	$17.3K	Hold	210	–	–	0.01%	265
2024 Q1	$14.7K	Hold	210	–	–	0.01%	277
2023 Q4	$12.2K	Buy	+210	New	+$10.9K	0.01%	278

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

Cetera Trust Company's KLAC Position: Q1 2026 in Review

Cetera Trust Company held its KLA (KLAC) position steady in Q1 2026 at 210 shares worth $30.9K. The position accounts for 0.02% of the portfolio, ranked #239.

Cetera Trust Company first reported a position in KLAC in Q4 2023 and has held it in 10 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Cetera Trust Company held 210 shares of KLA worth $30.9K as of Q1 2026.
Cetera Trust Company left its KLA share count unchanged in Q1 2026.
KLA made up 0.02% of Cetera Trust Company's portfolio in Q1 2026, its #239 holding.
Cetera Trust Company first reported a position in KLA in Q4 2023 and has held it in 10 quarters since.
2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.