Facet Wealth Inc’s KLA KLAC Stock Holding History

Facet Wealth Inc’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	$371K	Buy	2,520 +990	+65%	+$145K	0.01%	216
2025 Q4	$249K	Buy	+1,530	New	+$179K	﹤0.01%	248

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

Facet Wealth Inc's KLAC Position: Q1 2026 in Review

Facet Wealth Inc increased its KLA (KLAC) stake by 65% in Q1 2026, buying an estimated $145K and bringing the position to 2,520 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #216.

Facet Wealth Inc first reported a position in KLAC in Q4 2025 and has held it in 2 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Facet Wealth Inc held 2,520 shares of KLA worth $371K as of Q1 2026.
Facet Wealth Inc bought 990 KLA shares in Q1 2026, an estimated $145K.
KLA made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #216 holding.
Facet Wealth Inc first reported a position in KLA in Q4 2025 and has held it in 2 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.