Financial Gravity Asset Management’s KLA KLAC Stock Holding History

Financial Gravity Asset Management’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	$30.9K	Buy	+210	New	+$30.7K	0.01%	384
2024 Q2	–	Sell	-200	Closed	-$11.9K	–	1630
2024 Q1	$11.9K	Sell	200 -20	-9%	-$1.28K	﹤0.01%	441
2023 Q4	$13.1K	Buy	+220	New	+$11.5K	﹤0.01%	442
2021 Q3	$335K	Sell	200 -10	-5%	-$334	0.16%	110
2021 Q2	$324K	Buy	+210	New	+$6.73K	0.12%	119
2020 Q4	$5K	Buy	+200	New	+$4.66K	﹤0.01%	232
2019 Q4	$178K	Sell	2,340 -1,500	-39%	-$25.2K	0.12%	139
2019 Q3	$61K	Sell	3,840 -1,420	-27%	-$19.8K	0.05%	262
2019 Q2	$62K	Sell	5,260 -1,540	-23%	-$17.8K	0.05%	286
2019 Q1	$83K	Buy	+6,800	New	+$73.1K	0.07%	221
2018 Q3	$125K	Buy	14,670 +1,230	+9%	+$13.4K	0.13%	174
2018 Q2	$154K	Buy	13,440 +3,090	+30%	+$33.6K	0.14%	160
2018 Q1	$106K	Buy	+10,350	New	+$115K	0.11%	180

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Financial Gravity Asset Management's KLAC Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in KLA (KLAC) in Q1 2026: 210 shares worth $30.9K. The stake represents 0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in KLAC as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in KLAC in Q1 2018 and has held it in 13 quarters since. The position peaked at $335K in Q3 2021. 2,080 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Financial Gravity Asset Management held 210 shares of KLA worth $30.9K as of Q1 2026.
KLA was a new Financial Gravity Asset Management position in Q1 2026.
KLA made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #384 holding.
Financial Gravity Asset Management first reported a position in KLA in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's KLA position peaked at $335K in Q3 2021.
2,080 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.