CWM
KLAC icon

Collaborative Wealth Management’s KLA KLAC Stock Holding History

Collaborative 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
-2,320
Closed -$282K – 204
2025
Q4 		$282K Buy
+2,320
New +$272K 0.1% 176

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T 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

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

Collaborative Wealth Management sold out of KLA (KLAC) in Q1 2026, closing a stake of 2,320 shares — an estimated $282K sold.

Collaborative Wealth Management first reported a position in KLAC in Q4 2025 and held it in 1 quarter. The position peaked at $282K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Collaborative Wealth Management reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 2,320 KLA shares in Q1 2026, an estimated $282K.
  • Collaborative Wealth Management first reported a position in KLA in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's KLA position peaked at $282K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

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