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Kestra Private Wealth Services’s KLA KLAC Stock Holding History

Kestra Private Wealth Services’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 		$8.84M Sell
60,020
-7,850
-12% -$1.15M 0.11% 214
2025
Q4 		$8.25M Sell
67,870
-2,770
-4% -$325K 0.1% 219
2025
Q3 		$7.62M Buy
70,640
+1,550
+2% +$145K 0.1% 225
2025
Q2 		$6.19M Buy
69,090
+12,320
+22% +$927K 0.09% 243
2025
Q1 		$3.86M Sell
56,770
-11,730
-17% -$845K 0.06% 299
2024
Q4 		$4.32M Sell
68,500
-18,360
-21% -$1.24M 0.07% 271
2024
Q3 		$6.73M Buy
86,860
+21,760
+33% +$1.71M 0.12% 181
2024
Q2 		$5.37M Buy
65,100
+140
+0.2% +$10.3K 0.11% 210
2024
Q1 		$4.54M Sell
64,960
-4,450
-6% -$286K 0.1% 219
2023
Q4 		$4.03M Buy
69,410
+860
+1% +$44.8K 0.1% 217
2023
Q3 		$3.14M Buy
68,550
+2,770
+4% +$133K 0.1% 229
2023
Q2 		$3.19M Buy
65,780
+14,220
+28% +$594K 0.11% 208
2023
Q1 		$2.06M Sell
51,560
-400
-0.8% -$15.8K 0.08% 266
2022
Q4 		$1.96M Sell
51,960
-2,260
-4% -$78.8K 0.1% 233
2022
Q3 		$1.64M Buy
54,220
+1,720
+3% +$59.6K 0.1% 238
2022
Q2 		$1.68M Sell
52,500
-350
-0.7% -$11.8K 0.1% 252
2022
Q1 		$1.94M Sell
52,850
-310
-0.6% -$11.6K 0.1% 229
2021
Q4 		$2.29M Buy
53,160
+730
+1% +$28.2K 0.11% 198
2021
Q3 		$1.75M Buy
52,430
+5,370
+11% +$179K 0.1% 233
2021
Q2 		$1.53M Buy
47,060
+920
+2% +$29.5K 0.09% 246
2021
Q1 		$1.52M Buy
46,140
+4,980
+12% +$150K 0.11% 214
2020
Q4 		$1.07M Buy
41,160
+2,560
+7% +$59.7K 0.08% 254
2020
Q3 		$748K Buy
+38,600
New +$763K 0.06% 302

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

Kestra Private Wealth Services's KLAC Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its KLA (KLAC) stake by 12% in Q1 2026, selling an estimated $1.15M and leaving 60,020 shares worth $8.84M. The position accounts for 0.11% of the portfolio, ranked #214.

Kestra Private Wealth Services first reported a position in KLAC in Q3 2020 and has held it in 23 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Kestra Private Wealth Services held 60,020 shares of KLA worth $8.84M as of Q1 2026.
  • Kestra Private Wealth Services sold 7,850 KLA shares in Q1 2026, an estimated $1.15M.
  • KLA made up 0.11% of Kestra Private Wealth Services's portfolio in Q1 2026, its #214 holding.
  • Kestra Private Wealth Services first reported a position in KLA in Q3 2020 and has held it in 23 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.