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Evergreen Wealth Solutions’s KLA KLAC Stock Holding History

Evergreen Wealth Solutions’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 		$670K Sell
4,550
-940
-17% -$138K 0.05% 211
2025
Q4 		$667K Sell
5,490
-1,760
-24% -$206K 0.09% 104
2025
Q3 		$782K Sell
7,250
-160
-2% -$14.9K 0.44% 44
2025
Q2 		$664K Sell
7,410
-780
-10% -$58.7K 0.4% 48
2025
Q1 		$557K Sell
8,190
-2,480
-23% -$179K 0.38% 48
2024
Q4 		$672K Buy
10,670
+390
+4% +$26.4K 0.47% 42
2024
Q3 		$796K Sell
10,280
-2,190
-18% -$172K 0.54% 31
2024
Q2 		$1.03M Sell
12,470
-2,010
-14% -$148K 0.73% 26
2024
Q1 		$1.01M Sell
14,480
-2,260
-14% -$145K 0.75% 29
2023
Q4 		$973K Sell
16,740
-810
-5% -$42.2K 0.83% 32
2023
Q3 		$805K Sell
17,550
-1,110
-6% -$53.2K 0.81% 35
2023
Q2 		$905K Buy
18,660
+1,080
+6% +$45.1K 0.91% 35
2023
Q1 		$702K Buy
17,580
+500
+3% +$19.7K 0.81% 39
2022
Q4 		$644K Sell
17,080
-1,930
-10% -$67.3K 0.85% 39
2022
Q3 		$575K Sell
19,010
-2,140
-10% -$74.1K 0.82% 37
2022
Q2 		$675K Buy
21,150
+1,560
+8% +$52.5K 0.83% 40
2022
Q1 		$717K Sell
19,590
-560
-3% -$20.9K 0.7% 33
2021
Q4 		$867K Buy
+20,150
New +$778K 0.79% 37

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

Evergreen Wealth Solutions's KLAC Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its KLA (KLAC) stake by 17% in Q1 2026, selling an estimated $138K and leaving 4,550 shares worth $670K. The position accounts for 0.05% of the portfolio, ranked #211.

Evergreen Wealth Solutions first reported a position in KLAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q2 2024. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Evergreen Wealth Solutions held 4,550 shares of KLA worth $670K as of Q1 2026.
  • Evergreen Wealth Solutions sold 940 KLA shares in Q1 2026, an estimated $138K.
  • KLA made up 0.05% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #211 holding.
  • Evergreen Wealth Solutions first reported a position in KLA in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Wealth Solutions's KLA position peaked at $1.03M in Q2 2024.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

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