Pinnacle Wealth Management’s KLA KLAC Stock Holding History

Pinnacle 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
2025 Q1	–	Sell	-31,420	Closed	-$1.98M	–	68
2024 Q4	$1.98M	Sell	31,420 -300	-0.9%	-$20.3K	2.2%	25
2024 Q3	$2.46M	Sell	31,720 -760	-2%	-$59.6K	2.94%	14
2024 Q2	$2.68M	Buy	32,480 +1,230	+4%	+$90.9K	3.35%	10
2024 Q1	$2.18M	Sell	31,250 -24,210	-44%	-$1.55M	2.28%	17
2023 Q4	$3.22M	Sell	55,460 -1,490	-3%	-$77.6K	3.69%	7
2023 Q3	$2.61M	Buy	56,950 +15,760	+38%	+$756K	3.17%	8
2023 Q2	$2M	Buy	+41,190	New	+$1.72M	2.02%	16
2022 Q4	$1.94M	Sell	51,500 -4,780	-8%	-$167K	2.34%	5
2022 Q3	$1.7M	Buy	56,280 +960	+2%	+$33.3K	2.07%	19
2022 Q2	$1.76M	Buy	55,320 +2,400	+5%	+$80.7K	2.48%	18
2022 Q1	$1.94M	Sell	52,920 -12,220	-19%	-$457K	2.26%	27
2021 Q4	$2.8M	Buy	+65,140	New	+$2.51M	2.4%	9

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

Pinnacle Wealth Management's KLAC Position: Q1 2025 in Review

Pinnacle Wealth Management sold out of KLA (KLAC) in Q1 2025, closing a stake of 31,420 shares — an estimated $1.98M sold.

Pinnacle Wealth Management first reported a position in KLAC in Q4 2021 and held it in 12 quarters. The position peaked at $3.22M in Q4 2023. 1,562 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

Pinnacle Wealth Management reported no remaining KLA position as of Q1 2025 after selling out during the quarter.
Pinnacle Wealth Management sold 31,420 KLA shares in Q1 2025, an estimated $1.98M.
Pinnacle Wealth Management first reported a position in KLA in Q4 2021 and held it in 12 quarters.
Pinnacle Wealth Management's KLA position peaked at $3.22M in Q4 2023.
1,562 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on Pinnacle Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.