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National Wealth Management Group’s KLA KLAC Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-6,360
Closed -$570K – 244
2025
Q2 		$570K Buy
+6,360
New +$478K 0.32% 78

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

National Wealth Management Group's KLAC Position: Q3 2025 in Review

National Wealth Management Group sold out of KLA (KLAC) in Q3 2025, closing a stake of 6,360 shares — an estimated $570K sold.

National Wealth Management Group first reported a position in KLAC in Q2 2025 and held it in 1 quarter. The position peaked at $570K in Q2 2025. 1,735 funds tracked by Wall St. Rank hold KLAC as of Q3 2025.

  • National Wealth Management Group reported no remaining KLA position as of Q3 2025 after selling out during the quarter.
  • National Wealth Management Group sold 6,360 KLA shares in Q3 2025, an estimated $570K.
  • National Wealth Management Group first reported a position in KLA in Q2 2025 and held it in 1 quarter.
  • National Wealth Management Group's KLA position peaked at $570K in Q2 2025.
  • 1,735 funds tracked by Wall St. Rank held KLA as of Q3 2025.

Based on National Wealth Management Group's 13F filing for Q3 2025, filed 31 Oct 2025.