Conscious Wealth Investments’s KLA KLAC Stock Holding History

Conscious Wealth Investments’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	$5.4M	Sell	30,910 -5,300	-15%	-$775K	3.01%	9
2025 Q4	$4.82M	Sell	36,210 -13,550	-27%	-$1.59M	2.89%	9
2025 Q3	$6.01M	Sell	49,760 -820	-2%	-$76.5K	3.57%	6
2025 Q2	$4.63M	Sell	50,580 -200	-0.4%	-$15K	2.96%	9
2025 Q1	$3.56M	Buy	+50,780	New	+$3.66M	2.47%	17
2024 Q4	–	Sell	-46,440	Closed	-$3.09M	–	50
2024 Q3	$3.09M	Sell	46,440 -180	-0.4%	-$14.1K	2.12%	24
2024 Q2	$3.77M	Sell	46,620 -170	-0.4%	-$12.6K	2.71%	7
2024 Q1	$3.24M	Buy	46,790 +60	+0.1%	+$3.85K	2.47%	13
2023 Q4	$3M	Buy	+46,730	New	+$2.43M	2.39%	9

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

Conscious Wealth Investments's KLAC Position: Q1 2026 in Review

Conscious Wealth Investments reduced its KLA (KLAC) stake by 15% in Q1 2026, selling an estimated $775K and leaving 30,910 shares worth $5.4M. The position accounts for 3.01% of the portfolio, ranked #9.

Conscious Wealth Investments first reported a position in KLAC in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.01M in Q3 2025. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Conscious Wealth Investments held 30,910 shares of KLA worth $5.4M as of Q1 2026.
Conscious Wealth Investments sold 5,300 KLA shares in Q1 2026, an estimated $775K.
KLA made up 3.01% of Conscious Wealth Investments's portfolio in Q1 2026, its #9 holding.
Conscious Wealth Investments first reported a position in KLA in Q4 2023 and has held it in 9 quarters since.
Conscious Wealth Investments's KLA position peaked at $6.01M in Q3 2025.
2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.