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Dakota Wealth Management’s KLA KLAC Stock Holding History

Dakota 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
2024
Q3 		– Hold
0
– -$247K – 750
2024
Q2 		– Hold
0
– – – 626

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

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

Dakota Wealth Management reduced its KLA (KLAC) stake by 93% in Q1 2026, selling an estimated $1.18B and leaving 625,990 shares worth $92.2M. The position accounts for 1.99% of the portfolio, ranked #5.

Dakota Wealth Management first reported a position in KLAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.05B in Q4 2025. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Dakota Wealth Management held 625,990 shares of KLA worth $92.2M as of Q1 2026.
  • Dakota Wealth Management sold 8,047,270 KLA shares in Q1 2026, an estimated $1.18B.
  • KLA made up 1.99% of Dakota Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Dakota Wealth Management first reported a position in KLA in Q1 2024 and has held it in 9 quarters since.
  • Dakota Wealth Management's KLA position peaked at $1.05B in Q4 2025.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.