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Moran Wealth Management’s KLA KLAC Stock Holding History

Moran 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 		$15.1M Sell
102,750
-17,540
-15% -$2.57M 0.46% 66
2025
Q4 		$14.6M Sell
120,290
-9,150
-7% -$1.07M 0.45% 68
2025
Q3 		$14M Buy
+129,440
New +$12.1M 0.42% 77

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

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

Moran Wealth Management reduced its KLA (KLAC) stake by 15% in Q1 2026, selling an estimated $2.57M and leaving 102,750 shares worth $15.1M. The position accounts for 0.46% of the portfolio, ranked #66.

Moran Wealth Management first reported a position in KLAC in Q3 2025 and has held it in 3 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Moran Wealth Management held 102,750 shares of KLA worth $15.1M as of Q1 2026.
  • Moran Wealth Management sold 17,540 KLA shares in Q1 2026, an estimated $2.57M.
  • KLA made up 0.46% of Moran Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Moran Wealth Management first reported a position in KLA in Q3 2025 and has held it in 3 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.