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Optimize Financial’s KLA KLAC Stock Holding History

Optimize Financial’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 		$3.07M Buy
20,840
+5,390
+35% +$789K 1.51% 6
2025
Q4 		$1.88M Buy
15,450
+200
+1% +$23.5K 0.95% 11
2025
Q3 		$1.64M Buy
+15,250
New +$1.42M 0.86% 6

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Optimize Financial's KLAC Position: Q1 2026 in Review

Optimize Financial increased its KLA (KLAC) stake by 35% in Q1 2026, buying an estimated $789K and bringing the position to 20,840 shares worth $3.07M. The position accounts for 1.51% of the portfolio, ranked #6.

Optimize Financial first reported a position in KLAC in Q3 2025 and has held it in 3 quarters since. 2,072 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Optimize Financial held 20,840 shares of KLA worth $3.07M as of Q1 2026.
  • Optimize Financial bought 5,390 KLA shares in Q1 2026, an estimated $789K.
  • KLA made up 1.51% of Optimize Financial's portfolio in Q1 2026, its #6 holding.
  • Optimize Financial first reported a position in KLA in Q3 2025 and has held it in 3 quarters since.
  • 2,072 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.