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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 $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

Cherry Tree Wealth Management's KLAC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its KLA (KLAC) position steady in Q1 2026 at 120 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Cherry Tree Wealth Management first reported a position in KLAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $23.9K in Q2 2024. 2,078 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Cherry Tree Wealth Management held 120 shares of KLA worth $17.7K as of Q1 2026.
  • Cherry Tree Wealth Management left its KLA share count unchanged in Q1 2026.
  • KLA made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #362 holding.
  • Cherry Tree Wealth Management first reported a position in KLA in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's KLA position peaked at $23.9K in Q2 2024.
  • 2,078 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.