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Lake Hills Wealth Management’s KLA KLAC Stock Holding History

Lake Hills 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
2025
Q3 		– Sell
-2,900
Closed -$260K – 58
2025
Q2 		$260K Buy
+2,900
New +$218K 0.15% 49

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lake Hills Wealth Management's KLAC Position: Q3 2025 in Review

Lake Hills Wealth Management sold out of KLA (KLAC) in Q3 2025, closing a stake of 2,900 shares — an estimated $260K sold.

Lake Hills Wealth Management first reported a position in KLAC in Q2 2025 and held it in 1 quarter. The position peaked at $260K in Q2 2025. 1,735 funds tracked by Wall St. Rank hold KLAC as of Q3 2025.

  • Lake Hills Wealth Management reported no remaining KLA position as of Q3 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 2,900 KLA shares in Q3 2025, an estimated $260K.
  • Lake Hills Wealth Management first reported a position in KLA in Q2 2025 and held it in 1 quarter.
  • Lake Hills Wealth Management's KLA position peaked at $260K in Q2 2025.
  • 1,735 funds tracked by Wall St. Rank held KLA as of Q3 2025.

Based on Lake Hills Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.