Kolinsky Wealth Management’s KLA KLAC Stock Holding History

Kolinsky Wealth Management’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
2024 Q4	$260K	Sell	4,130 -120	-3%	-$8.11K	0.16%	127
2024 Q3	$329K	Buy	4,250 +170	+4%	+$13.3K	0.21%	108
2024 Q2	$336K	Sell	4,080 -200	-5%	-$14.8K	0.24%	95
2024 Q1	$299K	Buy	4,280 +640	+18%	+$41.1K	0.23%	103
2023 Q4	$212K	Buy	+3,640	New	+$189K	0.19%	129
2022 Q2	–	Sell	-6,180	Closed	-$226K	–	136
2022 Q1	$226K	Buy	6,180 +10	+0.2%	+$374	0.22%	119
2021 Q4	$265K	Buy	+6,170	New	+$238K	0.25%	110

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kolinsky Wealth Management's KLAC Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its KLA (KLAC) stake by 2.8% in Q4 2024, selling an estimated $8.11K and leaving 4,130 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #127.

Kolinsky Wealth Management first reported a position in KLAC in Q4 2021 and has held it in 7 quarters since. The position peaked at $336K in Q2 2024. 1,552 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

Kolinsky Wealth Management held 4,130 shares of KLA worth $260K as of Q4 2024.
Kolinsky Wealth Management sold 120 KLA shares in Q4 2024, an estimated $8.11K.
KLA made up 0.16% of Kolinsky Wealth Management's portfolio in Q4 2024, its #127 holding.
Kolinsky Wealth Management first reported a position in KLA in Q4 2021 and has held it in 7 quarters since.
Kolinsky Wealth Management's KLA position peaked at $336K in Q2 2024.
1,552 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.