Independent Wealth Network’s KLA KLAC Stock Holding History

Independent Wealth Network’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	–	Sell	-2,010	Closed	-$245K	–	326
2025 Q4	$245K	Buy	+2,010	New	+$236K	0.07%	231

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

Independent Wealth Network's KLAC Position: Q1 2026 in Review

Independent Wealth Network sold out of KLA (KLAC) in Q1 2026, closing a stake of 2,010 shares — an estimated $245K sold.

Independent Wealth Network first reported a position in KLAC in Q4 2025 and held it in 1 quarter. The position peaked at $245K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Independent Wealth Network reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
Independent Wealth Network sold 2,010 KLA shares in Q1 2026, an estimated $245K.
Independent Wealth Network first reported a position in KLA in Q4 2025 and held it in 1 quarter.
Independent Wealth Network's KLA position peaked at $245K in Q4 2025.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.