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Integrated Wealth Concepts’s KLA KLAC Stock Holding History

Integrated Wealth Concepts’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 		$2.45M Buy
16,620
+9,440
+131% +$1.38M 0.02% 685
2025
Q4 		$872K Buy
7,180
+1,570
+28% +$184K 0.01% 835
2025
Q3 		$605K Sell
5,610
-2,820
-33% -$263K 0.01% 1251
2025
Q2 		$755K Sell
8,430
-7,650
-48% -$576K 0.01% 1060
2025
Q1 		$1.09M Buy
16,080
+5,070
+46% +$365K 0.01% 788
2024
Q4 		$694K Buy
11,010
+940
+9% +$63.5K 0.01% 980
2024
Q3 		$780K Sell
10,070
-8,520
-46% -$668K 0.01% 903
2024
Q2 		$1.53M Buy
18,590
+7,190
+63% +$531K 0.02% 596
2024
Q1 		$796K Buy
11,400
+2,290
+25% +$147K 0.01% 853
2023
Q4 		$530K Buy
9,110
+430
+5% +$22.4K 0.01% 976
2023
Q3 		$398K Buy
8,680
+150
+2% +$7.19K 0.01% 1084
2023
Q2 		$414K Buy
+8,530
New +$356K 0.01% 1077

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

Integrated Wealth Concepts's KLAC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its KLA (KLAC) stake by 131% in Q1 2026, buying an estimated $1.38M and bringing the position to 16,620 shares worth $2.45M. The position accounts for 0.02% of the portfolio, ranked #685.

Integrated Wealth Concepts first reported a position in KLAC in Q2 2023 and has held it in 12 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Integrated Wealth Concepts held 16,620 shares of KLA worth $2.45M as of Q1 2026.
  • Integrated Wealth Concepts bought 9,440 KLA shares in Q1 2026, an estimated $1.38M.
  • KLA made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #685 holding.
  • Integrated Wealth Concepts first reported a position in KLA in Q2 2023 and has held it in 12 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.