MWM
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Maridea Wealth Management’s KLA KLAC Stock Holding History

Maridea 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
Q4 		– Sell
-3,970
Closed -$458K – 433
2025
Q3 		$458K Sell
3,970
-180
-4% -$16.8K 0.07% 263
2025
Q2 		$372K Buy
4,150
+1,080
+35% +$81.3K 0.1% 197
2025
Q1 		$209K Buy
+3,070
New +$221K 0.07% 216

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Maridea Wealth Management's KLAC Position: Q4 2025 in Review

Maridea Wealth Management sold out of KLA (KLAC) in Q4 2025, closing a stake of 3,970 shares — an estimated $458K sold.

Maridea Wealth Management first reported a position in KLAC in Q1 2025 and held it in 3 quarters. The position peaked at $458K in Q3 2025. 1,907 funds tracked by Wall St. Rank hold KLAC as of Q4 2025.

  • Maridea Wealth Management reported no remaining KLA position as of Q4 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 3,970 KLA shares in Q4 2025, an estimated $458K.
  • Maridea Wealth Management first reported a position in KLA in Q1 2025 and held it in 3 quarters.
  • Maridea Wealth Management's KLA position peaked at $458K in Q3 2025.
  • 1,907 funds tracked by Wall St. Rank held KLA as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.