Crown Wealth Group
KLAC icon

Crown Wealth Group’s KLA KLAC Stock Holding History

Crown Wealth Group’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
Q3 		$235K Buy
1,207
+120
+11% +$23.5K 0.06% 131
2026
Q2 		$328K Buy
+1,087
New +$216K 0.08% 104

Other funds holding KLAC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Crown Wealth Group's KLAC Position: Q3 2026 in Review

Crown Wealth Group increased its KLA (KLAC) stake by 11% in Q3 2026, buying an estimated $23.5K and bringing the position to 1,207 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #131.

Crown Wealth Group first reported a position in KLAC in Q2 2026 and has held it in 2 quarters since. The position peaked at $328K in Q2 2026. 1,927 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Crown Wealth Group held 1,207 shares of KLA worth $235K as of Q3 2026.
  • Crown Wealth Group bought 120 KLA shares in Q3 2026, an estimated $23.5K.
  • KLA made up 0.06% of Crown Wealth Group's portfolio in Q3 2026, its #131 holding.
  • Crown Wealth Group first reported a position in KLA in Q2 2026 and has held it in 2 quarters since.
  • Crown Wealth Group's KLA position peaked at $328K in Q2 2026.
  • 1,927 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.