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Exencial Wealth Advisors’s KLA KLAC Stock Holding History

Exencial 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 		$7.92M Buy
53,780
+970
+2% +$142K 0.25% 102
2025
Q4 		$6.42M Sell
52,810
-22,810
-30% -$2.68M 0.2% 123
2025
Q3 		$8.16M Buy
75,620
+90
+0.1% +$8.4K 0.27% 105
2025
Q2 		$6.77M Sell
75,530
-56,460
-43% -$4.25M 0.24% 113
2025
Q1 		$8.97M Buy
131,990
+2,690
+2% +$194K 0.33% 93
2024
Q4 		$8.15M Sell
129,300
-3,650
-3% -$247K 0.3% 100
2024
Q3 		$10.3M Buy
132,950
+48,180
+57% +$3.78M 0.37% 85
2024
Q2 		$6.99M Sell
84,770
-67,640
-44% -$5M 0.26% 110
2024
Q1 		$10.6M Buy
152,410
+146,340
+2,411% +$9.4M 0.4% 78
2023
Q4 		$353K Sell
6,070
-3,680
-38% -$192K 0.01% 404
2023
Q3 		$447K Sell
9,750
-26,500
-73% -$1.27M 0.02% 306
2023
Q2 		$1.76M Sell
36,250
-3,320
-8% -$139K 0.08% 189
2023
Q1 		$1.58M Sell
39,570
-446,770
-92% -$17.6M 0.08% 184
2022
Q4 		$18.3M Buy
486,340
+3,950
+0.8% +$138K 0.99% 22
2022
Q3 		$14.6M Sell
482,390
-120,180
-20% -$4.16M 0.88% 28
2022
Q2 		$19.2M Buy
602,570
+226,400
+60% +$7.61M 1.09% 18
2022
Q1 		$13.8M Buy
376,170
+94,700
+34% +$3.54M 0.69% 40
2021
Q4 		$12.1M Buy
281,470
+12,170
+5% +$470K 0.59% 44
2021
Q3 		$9.01M Buy
269,300
+9,360
+4% +$312K 0.39% 67
2021
Q2 		$8.43M Buy
259,940
+6,240
+2% +$200K 0.46% 74
2021
Q1 		$8.38M Buy
253,700
+29,900
+13% +$901K 0.5% 63
2020
Q4 		$5.79M Sell
223,800
-227,140
-50% -$5.29M 0.4% 89
2020
Q3 		$8.74M Buy
+450,940
New +$8.91M 0.46% 63

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

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

Exencial Wealth Advisors increased its KLA (KLAC) stake by 1.8% in Q1 2026, buying an estimated $142K and bringing the position to 53,780 shares worth $7.92M. The position accounts for 0.25% of the portfolio, ranked #102.

Exencial Wealth Advisors first reported a position in KLAC in Q3 2020 and has held it in 23 quarters since. The position peaked at $19.2M in Q2 2022. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Exencial Wealth Advisors held 53,780 shares of KLA worth $7.92M as of Q1 2026.
  • Exencial Wealth Advisors bought 970 KLA shares in Q1 2026, an estimated $142K.
  • KLA made up 0.25% of Exencial Wealth Advisors's portfolio in Q1 2026, its #102 holding.
  • Exencial Wealth Advisors first reported a position in KLA in Q3 2020 and has held it in 23 quarters since.
  • Exencial Wealth Advisors's KLA position peaked at $19.2M in Q2 2022.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.