Destination Wealth Management’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$467K Buy
3,170
+990
+45% +$145K 0.01% 214
2025
Q4
$265K Buy
2,180
+110
+5% +$12.9K 0.01% 258
2025
Q3
$223K Buy
+2,070
New +$193K 0.01% 250
2024
Q3
Sell
-2,830
Closed -$233K 242
2024
Q2
$233K Buy
+2,830
New +$209K 0.01% 187
2019
Q3
Sell
-300
Closed -$4K 331
2019
Q2
$4K Buy
+300
New +$3.47K ﹤0.01% 499

Other funds holding KLAC

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

Destination Wealth Management increased its KLA (KLAC) stake by 45% in Q1 2026, buying an estimated $145K and bringing the position to 3,170 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #214.

Destination Wealth Management first reported a position in KLAC in Q2 2019 and has held it in 5 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Destination Wealth Management held 3,170 shares of KLA worth $467K as of Q1 2026.
  • Destination Wealth Management bought 990 KLA shares in Q1 2026, an estimated $145K.
  • KLA made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #214 holding.
  • Destination Wealth Management first reported a position in KLA in Q2 2019 and has held it in 5 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.