CTWM
KLAC icon

Cherry Tree Wealth Management’s KLA KLAC Stock Holding History

Cherry Tree 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 		$17.7K Hold
120
– – ﹤0.01% 362
2025
Q4 		$14.6K Hold
120
– – ﹤0.01% 384
2025
Q3 		$12.9K Hold
120
– – ﹤0.01% 381
2025
Q2 		$10.7K Sell
120
-170
-59% -$12.8K ﹤0.01% 403
2025
Q1 		$19.7K Hold
290
– – ﹤0.01% 355
2024
Q4 		$18.3K Hold
290
– – ﹤0.01% 348
2024
Q3 		$22.5K Hold
290
– – 0.01% 328
2024
Q2 		$23.9K Buy
290
+170
+142% +$12.6K 0.01% 310
2024
Q1 		$8.38K Hold
120
– – ﹤0.01% 395
2023
Q4 		$6.98K Hold
120
– – ﹤0.01% 399
2023
Q3 		$5.5K Buy
120
+100
+500% +$4.8K ﹤0.01% 395
2023
Q2 		$971 Buy
+20
New +$836 ﹤0.01% 540

Other funds holding KLAC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return