Heritage Wealth Advisors’s KLA KLAC Stock Holding History

Heritage 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	$184K	Hold	1,250	–	–	0.01%	209
2025 Q4	$152K	Hold	1,250	–	–	0.01%	239
2025 Q3	$135K	Hold	1,250	–	–	0.01%	227
2025 Q2	$112K	Hold	1,250	–	–	0.01%	240
2025 Q1	$85K	Hold	1,250	–	–	﹤0.01%	258
2024 Q4	$78.8K	Hold	1,250	–	–	﹤0.01%	275
2024 Q3	$96.8K	Hold	1,250	–	–	﹤0.01%	267
2024 Q2	$103K	Hold	1,250	–	–	﹤0.01%	250
2024 Q1	$87.3K	Hold	1,250	–	–	﹤0.01%	272
2023 Q4	$72.7K	Hold	1,250	–	–	﹤0.01%	301
2023 Q3	$57.3K	Hold	1,250	–	–	﹤0.01%	288
2023 Q2	$60.6K	Hold	1,250	–	–	﹤0.01%	295
2023 Q1	$49.9K	Hold	1,250	–	–	﹤0.01%	323
2022 Q4	$47.1K	Hold	1,250	–	–	﹤0.01%	328
2022 Q3	$37.8K	Hold	1,250	–	–	﹤0.01%	321
2022 Q2	$40K	Buy	+1,250	New	+$42K	﹤0.01%	345
2020 Q1	–	Sell	-50	Closed	-$891	–	517
2019 Q4	$891	Buy	+50	New	+$839	﹤0.01%	676

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

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

Heritage Wealth Advisors held its KLA (KLAC) position steady in Q1 2026 at 1,250 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #209.

Heritage Wealth Advisors first reported a position in KLAC in Q4 2019 and has held it in 17 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Heritage Wealth Advisors held 1,250 shares of KLA worth $184K as of Q1 2026.
Heritage Wealth Advisors left its KLA share count unchanged in Q1 2026.
KLA made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #209 holding.
Heritage Wealth Advisors first reported a position in KLA in Q4 2019 and has held it in 17 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.