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MorganRosel Wealth Management’s KLA KLAC Stock Holding History

MorganRosel 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 		$1.06M Sell
7,190
-6,240
-46% -$913K 0.42% 40
2025
Q4 		$1.63M Buy
13,430
+790
+6% +$92.7K 0.41% 43
2025
Q3 		$1.36M Buy
12,640
+730
+6% +$68.1K 0.35% 47
2025
Q2 		$1.07M Buy
11,910
+3,330
+39% +$251K 0.29% 59
2025
Q1 		$583K Sell
8,580
-4,750
-36% -$342K 0.18% 74
2024
Q4 		$840K Sell
13,330
-2,830
-18% -$191K 0.28% 63
2024
Q3 		$1.25M Sell
16,160
-500
-3% -$39.2K 0.41% 45
2024
Q2 		$1.37M Sell
16,660
-640
-4% -$47.3K 0.49% 35
2024
Q1 		$1.21M Sell
17,300
-920
-5% -$59.1K 0.43% 40
2023
Q4 		$1.06M Sell
18,220
-90
-0.5% -$4.68K 0.41% 40
2023
Q3 		$840K Buy
+18,310
New +$878K 0.35% 47
2022
Q4 		– Sell
-18,560
Closed -$562K – 100
2022
Q3 		$562K Sell
18,560
-1,820
-9% -$63K 0.28% 64
2022
Q2 		$650K Sell
20,380
-4,110
-17% -$138K 0.35% 52
2022
Q1 		$896K Buy
24,490
+2,220
+10% +$83K 0.43% 44
2021
Q4 		$958K Buy
22,270
+1,030
+5% +$39.8K 0.47% 43
2021
Q3 		$710K Buy
21,240
+40
+0.2% +$1.33K 0.39% 52
2021
Q2 		$687K Sell
21,200
-10,300
-33% -$330K 0.39% 53
2021
Q1 		$1.04M Sell
31,500
-9,220
-23% -$278K 0.66% 29
2020
Q4 		$1.05M Buy
40,720
+500
+1% +$11.7K 0.74% 26
2020
Q3 		$779K Buy
40,220
+1,170
+3% +$23.1K 0.63% 29
2020
Q2 		$759K Sell
39,050
-2,050
-5% -$35K 0.7% 26
2020
Q1 		$591K Sell
41,100
-2,060
-5% -$33.2K 0.67% 29
2019
Q4 		$769K Buy
+43,160
New +$724K 0.58% 35

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

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

MorganRosel Wealth Management reduced its KLA (KLAC) stake by 46% in Q1 2026, selling an estimated $913K and leaving 7,190 shares worth $1.06M. The position accounts for 0.42% of the portfolio, ranked #40.

MorganRosel Wealth Management first reported a position in KLAC in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.63M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • MorganRosel Wealth Management held 7,190 shares of KLA worth $1.06M as of Q1 2026.
  • MorganRosel Wealth Management sold 6,240 KLA shares in Q1 2026, an estimated $913K.
  • KLA made up 0.42% of MorganRosel Wealth Management's portfolio in Q1 2026, its #40 holding.
  • MorganRosel Wealth Management first reported a position in KLA in Q4 2019 and has held it in 23 quarters since.
  • MorganRosel Wealth Management's KLA position peaked at $1.63M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.