Elk River Wealth Management’s KLA KLAC Stock Holding History

Elk River 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
2026 Q1	$948K	Hold	6,440	–	–	0.16%	60
2025 Q4	$783K	Hold	6,440	–	–	0.13%	61
2025 Q3	$695K	Hold	6,440	–	–	0.11%	61
2025 Q2	$577K	Hold	6,440	–	–	0.1%	64
2025 Q1	$438K	Sell	6,440 -50	-0.8%	-$3.6K	0.08%	70
2024 Q4	$409K	Hold	6,490	–	–	0.07%	76
2024 Q3	$503K	Hold	6,490	–	–	0.09%	71
2024 Q2	$535K	Hold	6,490	–	–	0.1%	64
2024 Q1	$453K	Hold	6,490	–	–	0.09%	71
2023 Q4	$377K	Hold	6,490	–	–	0.07%	89
2023 Q3	$298K	Hold	6,490	–	–	0.07%	87
2023 Q2	$315K	Hold	6,490	–	–	0.07%	87
2023 Q1	$259K	Hold	6,490	–	–	0.06%	92
2022 Q4	$245K	Buy	+6,490	New	+$226K	0.06%	98
2022 Q3	–	Sell	-6,490	Closed	-$207K	–	102
2022 Q2	$207K	Hold	6,490	–	–	0.05%	101
2022 Q1	$238K	Hold	6,490	–	–	0.05%	110
2021 Q4	$279K	Hold	6,490	–	–	0.06%	107
2021 Q3	$217K	Hold	6,490	–	–	0.05%	111
2021 Q2	$210K	Hold	6,490	–	–	0.05%	118
2021 Q1	$214K	Buy	+6,490	New	+$196K	0.06%	117

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

Elk River Wealth Management's KLAC Position: Q1 2026 in Review

Elk River Wealth Management held its KLA (KLAC) position steady in Q1 2026 at 6,440 shares worth $948K. The position accounts for 0.16% of the portfolio, ranked #60.

Elk River Wealth Management first reported a position in KLAC in Q1 2021 and has held it in 20 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Elk River Wealth Management held 6,440 shares of KLA worth $948K as of Q1 2026.
Elk River Wealth Management left its KLA share count unchanged in Q1 2026.
KLA made up 0.16% of Elk River Wealth Management's portfolio in Q1 2026, its #60 holding.
Elk River Wealth Management first reported a position in KLA in Q1 2021 and has held it in 20 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.