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Dynamic Wealth Strategies’s KLA KLAC Stock Holding History

Dynamic Wealth Strategies’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 		$274K Sell
1,860
-80
-4% -$11.7K 0.16% 65
2025
Q4 		$236K Sell
1,940
-350
-15% -$41.1K 0.14% 71
2025
Q3 		$247K Sell
2,290
-300
-12% -$28K 0.17% 64
2025
Q2 		$232K Sell
2,590
-240
-8% -$18.1K 0.17% 60
2025
Q1 		$192K Buy
+2,830
New +$204K 0.16% 69
2024
Q4 		– Sell
-2,960
Closed -$229K – 157
2024
Q3 		$229K Buy
2,960
+10
+0.3% +$785 0.19% 61
2024
Q2 		$243K Hold
2,950
– – 0.21% 58
2024
Q1 		$206K Sell
2,950
-20
-0.7% -$1.28K 0.18% 60
2023
Q4 		$173K Buy
+2,970
New +$155K 0.16% 66

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

Dynamic Wealth Strategies's KLAC Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its KLA (KLAC) stake by 4.1% in Q1 2026, selling an estimated $11.7K and leaving 1,860 shares worth $274K. The position accounts for 0.16% of the portfolio, ranked #65.

Dynamic Wealth Strategies first reported a position in KLAC in Q4 2023 and has held it in 9 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Dynamic Wealth Strategies held 1,860 shares of KLA worth $274K as of Q1 2026.
  • Dynamic Wealth Strategies sold 80 KLA shares in Q1 2026, an estimated $11.7K.
  • KLA made up 0.16% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #65 holding.
  • Dynamic Wealth Strategies first reported a position in KLA in Q4 2023 and has held it in 9 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.