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EP Wealth Advisors’s KLA KLAC Stock Holding History

EP Wealth Advisors’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 		$10.6M Sell
71,720
-1,790
-2% -$262K 0.05% 211
2025
Q4 		$8.93M Buy
+73,510
New +$8.62M 0.05% 212
2025
Q2 		$6.87M Buy
76,660
+1,930
+3% +$145K 0.05% 228
2025
Q1 		$5.08M Buy
74,730
+670
+0.9% +$48.3K 0.04% 220
2024
Q4 		$4.67M Sell
74,060
-390
-0.5% -$26.4K 0.04% 229
2024
Q3 		$5.77M Buy
74,450
+2,730
+4% +$214K 0.05% 205
2024
Q2 		$5.91M Buy
71,720
+580
+0.8% +$42.8K 0.06% 169
2024
Q1 		$4.97M Sell
71,140
-1,360
-2% -$87.3K 0.06% 172
2023
Q4 		$4.21M Sell
72,500
-2,790
-4% -$145K 0.05% 182
2023
Q3 		$3.45M Sell
75,290
-71,090
-49% -$3.41M 0.05% 185
2023
Q2 		$3.77M Buy
146,380
+106,230
+265% +$4.44M 0.05% 177
2023
Q1 		$211K Sell
40,150
-39,810
-50% -$1.57M ﹤0.01% 563
2022
Q4 		$3.01M Buy
+79,960
New +$2.79M 0.05% 178
2022
Q3 		– Sell
-85,230
Closed -$2.72M – 493
2022
Q2 		$2.72M Buy
85,230
+30
+0% +$1.01K 0.06% 166
2022
Q1 		$3.12M Sell
85,200
-2,720
-3% -$102K 0.07% 156
2021
Q4 		$3.78M Sell
87,920
-6,590
-7% -$254K 0.09% 128
2021
Q3 		$3.16M Sell
94,510
-51,610
-35% -$1.72M 0.09% 128
2021
Q2 		$4.74M Sell
146,120
-28,750
-16% -$921K 0.13% 105
2021
Q1 		$5.78M Buy
+174,870
New +$5.27M 0.18% 86

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

EP Wealth Advisors's KLAC Position: Q1 2026 in Review

EP Wealth Advisors reduced its KLA (KLAC) stake by 2.4% in Q1 2026, selling an estimated $262K and leaving 71,720 shares worth $10.6M. The position accounts for 0.05% of the portfolio, ranked #211.

EP Wealth Advisors first reported a position in KLAC in Q1 2021 and has held it in 19 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • EP Wealth Advisors held 71,720 shares of KLA worth $10.6M as of Q1 2026.
  • EP Wealth Advisors sold 1,790 KLA shares in Q1 2026, an estimated $262K.
  • KLA made up 0.05% of EP Wealth Advisors's portfolio in Q1 2026, its #211 holding.
  • EP Wealth Advisors first reported a position in KLA in Q1 2021 and has held it in 19 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.