Pacific Capital Wealth Advisors’s KLA KLAC Stock Holding History

Pacific Capital Wealth Advisors’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 Q1	–	Sell	-480	Closed	-$30.2K	–	234
2024 Q4	$30.2K	Hold	480	–	–	0.01%	187
2024 Q3	$37.2K	Buy	480 +300	+167%	+$23.5K	0.01%	184
2024 Q2	$14.8K	Buy	180 +90	+100%	+$6.65K	﹤0.01%	270
2024 Q1	$6.29K	Buy	+90	New	+$5.78K	﹤0.01%	275

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pacific Capital Wealth Advisors's KLAC Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of KLA (KLAC) in Q1 2025, closing a stake of 480 shares — an estimated $30.2K sold.

Pacific Capital Wealth Advisors first reported a position in KLAC in Q1 2024 and held it in 4 quarters. The position peaked at $37.2K in Q3 2024. 1,562 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining KLA position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 480 KLA shares in Q1 2025, an estimated $30.2K.
Pacific Capital Wealth Advisors first reported a position in KLA in Q1 2024 and held it in 4 quarters.
Pacific Capital Wealth Advisors's KLA position peaked at $37.2K in Q3 2024.
1,562 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.