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Flagship Wealth Advisors’s KLA KLAC Stock Holding History

Flagship 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 		$149K Hold
1,660
– – 0.06% 123
2025
Q4 		$202K Hold
1,660
– – 0.06% 125
2025
Q3 		$179K Hold
1,660
– – 0.06% 128
2025
Q2 		$149K Hold
1,660
– – 0.06% 133
2025
Q1 		$113K Hold
1,660
– – 0.05% 143
2024
Q4 		$105K Buy
+1,660
New +$112K 0.06% 132

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

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

Flagship Wealth Advisors held its KLA (KLAC) position steady in Q1 2026 at 1,660 shares worth $149K. The position accounts for 0.06% of the portfolio, ranked #123.

Flagship Wealth Advisors first reported a position in KLAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $202K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Flagship Wealth Advisors held 1,660 shares of KLA worth $149K as of Q1 2026.
  • Flagship Wealth Advisors left its KLA share count unchanged in Q1 2026.
  • KLA made up 0.06% of Flagship Wealth Advisors's portfolio in Q1 2026, its #123 holding.
  • Flagship Wealth Advisors first reported a position in KLA in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's KLA position peaked at $202K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.