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MGB Wealth Management’s KLA KLAC Stock Holding History

MGB 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 		$237K Buy
+1,950
New +$229K 0.07% 198

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

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

MGB Wealth Management opened a new position in KLA (KLAC) in Q4 2025: 1,950 shares worth $237K. The stake represents 0.07% of the portfolio and ranks #198 among its holdings.

1,907 funds tracked by Wall St. Rank hold KLAC as of Q4 2025.

  • MGB Wealth Management held 1,950 shares of KLA worth $237K as of Q4 2025.
  • KLA was a new MGB Wealth Management position in Q4 2025.
  • KLA made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #198 holding.
  • 1,907 funds tracked by Wall St. Rank held KLA as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.