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Congress Wealth Management’s KLA KLAC Stock Holding History

Congress 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
2025
Q2 		$1.27M Sell
14,170
-2,550
-15% -$192K 0.01% 652
2025
Q1 		$1.16M Buy
+16,720
New +$1.2M 0.01% 600
2024
Q4 		– Sell
-2,940
Closed -$228K – 899
2024
Q3 		$228K Buy
2,940
+290
+11% +$22.8K ﹤0.01% 798
2024
Q2 		$219K Buy
+2,650
New +$196K ﹤0.01% 684

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's KLAC Position: Q2 2025 in Review

Congress Wealth Management reduced its KLA (KLAC) stake by 15% in Q2 2025, selling an estimated $192K and leaving 14,170 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #652.

Congress Wealth Management first reported a position in KLAC in Q2 2024 and has held it in 4 quarters since. 1,662 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

  • Congress Wealth Management held 14,170 shares of KLA worth $1.27M as of Q2 2025.
  • Congress Wealth Management sold 2,550 KLA shares in Q2 2025, an estimated $192K.
  • KLA made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #652 holding.
  • Congress Wealth Management first reported a position in KLA in Q2 2024 and has held it in 4 quarters since.
  • 1,662 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.