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Evergreen Private Wealth’s KLA KLAC Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-320
Closed -$34.5K – 155
2025
Q3 		$34.5K Hold
320
– – 0.01% 119
2025
Q2 		$28.7K Hold
320
– – 0.01% 131
2025
Q1 		$21.8K Hold
320
– – 0.01% 138
2024
Q4 		$20.2K Hold
320
– – 0.01% 146
2024
Q3 		$24.8K Hold
320
– – 0.01% 140
2024
Q2 		$26.4K Sell
320
-690
-68% -$51K 0.01% 134
2024
Q1 		$70.3K Hold
1,010
– – 0.04% 108
2023
Q4 		$58.5K Buy
+1,010
New +$52.6K 0.03% 106

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evergreen Private Wealth's KLAC Position: Q4 2025 in Review

Evergreen Private Wealth sold out of KLA (KLAC) in Q4 2025, closing a stake of 320 shares — an estimated $34.5K sold.

Evergreen Private Wealth first reported a position in KLAC in Q4 2023 and held it in 8 quarters. The position peaked at $70.3K in Q1 2024. 1,915 funds tracked by Wall St. Rank hold KLAC as of Q4 2025.

  • Evergreen Private Wealth reported no remaining KLA position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 320 KLA shares in Q4 2025, an estimated $34.5K.
  • Evergreen Private Wealth first reported a position in KLA in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's KLA position peaked at $70.3K in Q1 2024.
  • 1,915 funds tracked by Wall St. Rank held KLA as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.