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Modern Wealth Management’s KLA KLAC Stock Holding History

Modern 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 		$1.09M Buy
7,190
+920
+15% +$135K 0.02% 405
2025
Q4 		$762K Buy
6,270
+590
+10% +$69.2K 0.01% 458
2025
Q3 		$613K Buy
5,680
+1,110
+24% +$104K 0.01% 469
2025
Q2 		$410K Buy
4,570
+570
+14% +$42.9K 0.01% 531
2025
Q1 		$272K Buy
+4,000
New +$288K 0.01% 562

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Modern Wealth Management increased its KLA (KLAC) stake by 15% in Q1 2026, buying an estimated $135K and bringing the position to 7,190 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #405.

Modern Wealth Management first reported a position in KLAC in Q1 2025 and has held it in 5 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Modern Wealth Management held 7,190 shares of KLA worth $1.09M as of Q1 2026.
  • Modern Wealth Management bought 920 KLA shares in Q1 2026, an estimated $135K.
  • KLA made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #405 holding.
  • Modern Wealth Management first reported a position in KLA in Q1 2025 and has held it in 5 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.