Merited Wealth’s KLA KLAC Stock Holding History

Merited Wealth’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	–	Sell	-110	Closed	-$13.4K	–	194
2025 Q4	$13.4K	Buy	+110	New	+$12.9K	0.01%	183

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Merited Wealth's KLAC Position: Q1 2026 in Review

Merited Wealth sold out of KLA (KLAC) in Q1 2026, closing a stake of 110 shares — an estimated $13.4K sold.

Merited Wealth first reported a position in KLAC in Q4 2025 and held it in 1 quarter. The position peaked at $13.4K in Q4 2025. 2,072 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Merited Wealth reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 110 KLA shares in Q1 2026, an estimated $13.4K.
Merited Wealth first reported a position in KLA in Q4 2025 and held it in 1 quarter.
Merited Wealth's KLA position peaked at $13.4K in Q4 2025.
2,072 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.