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Journey Strategic Wealth’s KLA KLAC Stock Holding History

Journey Strategic 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
2026
Q1 		$3.2M Buy
21,710
+580
+3% +$84.9K 0.08% 69
2025
Q4 		$2.57M Buy
21,130
+160
+0.8% +$18.8K 0.07% 82
2025
Q3 		$2.26M Sell
20,970
-420
-2% -$39.2K 0.06% 85
2025
Q2 		$1.92M Buy
21,390
+830
+4% +$62.4K 0.06% 98
2025
Q1 		$1.4M Buy
20,560
+9,740
+90% +$702K 0.05% 98
2024
Q4 		$682K Buy
10,820
+4,690
+77% +$317K 0.03% 172
2024
Q3 		$475K Buy
6,130
+320
+6% +$25.1K 0.02% 224
2024
Q2 		$479K Buy
5,810
+1,230
+27% +$90.9K 0.02% 163
2024
Q1 		$320K Sell
4,580
-100
-2% -$6.42K 0.01% 176
2023
Q4 		$272K Sell
4,680
-260
-5% -$13.5K 0.01% 153
2023
Q3 		$227K Sell
4,940
-1,400
-22% -$67.1K 0.01% 152
2023
Q2 		$308K Sell
6,340
-2,380
-27% -$99.4K 0.01% 122
2023
Q1 		$348K Buy
8,720
+530
+6% +$20.9K 0.04% 133
2022
Q4 		$309K Sell
8,190
-500
-6% -$17.4K 0.04% 137
2022
Q3 		$263K Buy
+8,690
New +$301K 0.04% 118
2022
Q2 		– Sell
-8,360
Closed -$306K – 168
2022
Q1 		$306K Buy
8,360
+90
+1% +$3.37K 0.03% 94
2021
Q4 		$356K Buy
+8,270
New +$319K 0.04% 105

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

Journey Strategic Wealth's KLAC Position: Q1 2026 in Review

Journey Strategic Wealth increased its KLA (KLAC) stake by 2.7% in Q1 2026, buying an estimated $84.9K and bringing the position to 21,710 shares worth $3.2M. The position accounts for 0.08% of the portfolio, ranked #69.

Journey Strategic Wealth first reported a position in KLAC in Q4 2021 and has held it in 17 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Journey Strategic Wealth held 21,710 shares of KLA worth $3.2M as of Q1 2026.
  • Journey Strategic Wealth bought 580 KLA shares in Q1 2026, an estimated $84.9K.
  • KLA made up 0.08% of Journey Strategic Wealth's portfolio in Q1 2026, its #69 holding.
  • Journey Strategic Wealth first reported a position in KLA in Q4 2021 and has held it in 17 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.