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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s KLA KLAC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
2025
Q2 		– Sell
-340
Closed -$23.7K – 517
2025
Q1 		$23.7K Sell
340
-50
-13% -$3.6K 0.01% 324
2024
Q4 		$25.1K Buy
+390
New +$26.4K 0.01% 323

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KLAC Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of KLA (KLAC) in Q2 2025, closing a stake of 340 shares — an estimated $23.7K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KLAC in Q4 2024 and held it in 2 quarters. The position peaked at $25.1K in Q4 2024. 1,662 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining KLA position as of Q2 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 340 KLA shares in Q2 2025, an estimated $23.7K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KLA in Q4 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KLA position peaked at $25.1K in Q4 2024.
  • 1,662 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.