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NewEdge Wealth’s KLA KLAC Stock Holding History

NewEdge Wealth’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 		$82.8M Buy
562,650
+9,420
+2% +$1.38M 0.99% 19
2025
Q4 		$67.2M Buy
553,230
+11,300
+2% +$1.33M 0.76% 27
2025
Q3 		$66.5M Sell
541,930
-1,090
-0.2% -$102K 0.95% 16
2025
Q2 		$49.5M Sell
543,020
-230,670
-30% -$17.4M 0.78% 24
2025
Q1 		$52.6M Sell
773,690
-7,520
-1% -$542K 0.95% 19
2024
Q4 		$49.2M Buy
781,210
+52,570
+7% +$3.55M 0.85% 23
2024
Q3 		$56.4M Buy
728,640
+18,150
+3% +$1.42M 1.02% 16
2024
Q2 		$58.6M Buy
710,490
+2,590
+0.4% +$191K 1.27% 9
2024
Q1 		$48.3M Sell
707,900
-118,500
-14% -$7.61M 1.08% 14
2023
Q4 		$48M Buy
826,400
+102,350
+14% +$5.33M 1.23% 10
2023
Q3 		$33.2M Buy
724,050
+167,420
+30% +$8.03M 1.05% 16
2023
Q2 		$27M Buy
556,630
+13,500
+2% +$564K 0.9% 22
2023
Q1 		$21.7M Buy
543,130
+31,990
+6% +$1.26M 0.82% 25
2022
Q4 		$19.3M Buy
511,140
+146,210
+40% +$5.1M 0.83% 27
2022
Q3 		$11M Buy
364,930
+356,090
+4,028% +$12.3M 0.52% 56
2022
Q2 		$282K Buy
+8,840
New +$297K 0.01% 476

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

NewEdge Wealth's KLAC Position: Q1 2026 in Review

NewEdge Wealth increased its KLA (KLAC) stake by 1.7% in Q1 2026, buying an estimated $1.38M and bringing the position to 562,650 shares worth $82.8M. The position accounts for 0.99% of the portfolio, ranked #19.

NewEdge Wealth first reported a position in KLAC in Q2 2022 and has held it in 16 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • NewEdge Wealth held 562,650 shares of KLA worth $82.8M as of Q1 2026.
  • NewEdge Wealth bought 9,420 KLA shares in Q1 2026, an estimated $1.38M.
  • KLA made up 0.99% of NewEdge Wealth's portfolio in Q1 2026, its #19 holding.
  • NewEdge Wealth first reported a position in KLA in Q2 2022 and has held it in 16 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.