Mindset Wealth Management’s KLA KLAC Stock Holding History

Mindset 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
2026 Q1	$1.31M	Sell	8,910 -1,010	-10%	-$148K	0.35%	32
2025 Q4	$1.21M	Buy	9,920 +10	+0.1%	+$1.17K	0.32%	32
2025 Q3	$1.07M	Sell	9,910 -10	-0.1%	-$933	0.29%	33
2025 Q2	$889K	Buy	9,920 +220	+2%	+$16.6K	0.29%	34
2025 Q1	$659K	Sell	9,700 -860	-8%	-$61.9K	0.26%	45
2024 Q4	$665K	Sell	10,560 -680	-6%	-$46K	0.24%	42
2024 Q3	$870K	Buy	+11,240	New	+$882K	0.36%	24

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Mindset Wealth Management's KLAC Position: Q1 2026 in Review

Mindset Wealth Management reduced its KLA (KLAC) stake by 10% in Q1 2026, selling an estimated $148K and leaving 8,910 shares worth $1.31M. The position accounts for 0.35% of the portfolio, ranked #32.

Mindset Wealth Management first reported a position in KLAC in Q3 2024 and has held it in 7 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Mindset Wealth Management held 8,910 shares of KLA worth $1.31M as of Q1 2026.
Mindset Wealth Management sold 1,010 KLA shares in Q1 2026, an estimated $148K.
KLA made up 0.35% of Mindset Wealth Management's portfolio in Q1 2026, its #32 holding.
Mindset Wealth Management first reported a position in KLA in Q3 2024 and has held it in 7 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.