Key Financial Inc’s KLA KLAC Stock Holding History

Key Financial Inc’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	$180K	Sell	1,220 -120	-9%	-$17.6K	0.03%	307
2025 Q4	$163K	Hold	1,340	–	–	0.03%	325
2025 Q3	$151K	Hold	1,340	–	–	0.03%	334
2025 Q2	$120K	Buy	1,340 +120	+10%	+$9.03K	0.02%	347
2025 Q1	$82.9K	Buy	1,220 +500	+69%	+$36K	0.02%	395
2024 Q4	$45.4K	Hold	720	–	–	0.01%	494
2024 Q3	$55.8K	Hold	720	–	–	0.01%	463
2024 Q2	$59.4K	Hold	720	–	–	0.01%	433
2024 Q1	$50.3K	Hold	720	–	–	0.01%	441
2023 Q4	$41.9K	Hold	720	–	–	0.01%	457
2023 Q3	$33K	Hold	720	–	–	0.01%	476
2023 Q2	$34.9K	Buy	720 +140	+24%	+$5.85K	0.01%	468
2023 Q1	$23.2K	Hold	580	–	–	0.01%	517
2022 Q4	$17.6K	Hold	580	–	–	0.01%	516
2022 Q3	$18K	Hold	580	–	–	0.01%	517
2022 Q2	$17K	Hold	580	–	–	0.01%	531
2022 Q1	$21K	Hold	580	–	–	0.01%	493
2021 Q4	$25K	Hold	580	–	–	0.01%	450
2021 Q3	$19K	Buy	580 +40	+7%	+$1.33K	0.01%	479
2021 Q2	$19K	Buy	+540	New	+$17.3K	0.01%	476

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

Key Financial Inc's KLAC Position: Q1 2026 in Review

Key Financial Inc reduced its KLA (KLAC) stake by 9% in Q1 2026, selling an estimated $17.6K and leaving 1,220 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #307.

Key Financial Inc first reported a position in KLAC in Q2 2021 and has held it in 20 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Key Financial Inc held 1,220 shares of KLA worth $180K as of Q1 2026.
Key Financial Inc sold 120 KLA shares in Q1 2026, an estimated $17.6K.
KLA made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #307 holding.
Key Financial Inc first reported a position in KLA in Q2 2021 and has held it in 20 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.