Invictus Private Wealth’s KLA KLAC Stock Holding History

Invictus Private Wealth’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 Q3	–	Sell	-3,000	Closed	-$269K	–	84
2025 Q2	$269K	Buy	+3,000	New	+$226K	0.02%	72

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invictus Private Wealth's KLAC Position: Q3 2025 in Review

Invictus Private Wealth sold out of KLA (KLAC) in Q3 2025, closing a stake of 3,000 shares — an estimated $269K sold.

Invictus Private Wealth first reported a position in KLAC in Q2 2025 and held it in 1 quarter. The position peaked at $269K in Q2 2025. 1,735 funds tracked by Wall St. Rank hold KLAC as of Q3 2025.

Invictus Private Wealth reported no remaining KLA position as of Q3 2025 after selling out during the quarter.
Invictus Private Wealth sold 3,000 KLA shares in Q3 2025, an estimated $269K.
Invictus Private Wealth first reported a position in KLA in Q2 2025 and held it in 1 quarter.
Invictus Private Wealth's KLA position peaked at $269K in Q2 2025.
1,735 funds tracked by Wall St. Rank held KLA as of Q3 2025.

Based on Invictus Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.