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Potentia Wealth’s KLA KLAC Stock Holding History

Potentia 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 		$221K Sell
1,500
-480
-24% -$70.2K 0.09% 84
2025
Q4 		$241K Hold
1,980
– – 0.09% 86
2025
Q3 		$214K Buy
+1,980
New +$185K 0.08% 92

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

Potentia Wealth's KLAC Position: Q1 2026 in Review

Potentia Wealth reduced its KLA (KLAC) stake by 24% in Q1 2026, selling an estimated $70.2K and leaving 1,500 shares worth $221K. The position accounts for 0.09% of the portfolio, ranked #84.

Potentia Wealth first reported a position in KLAC in Q3 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Potentia Wealth held 1,500 shares of KLA worth $221K as of Q1 2026.
  • Potentia Wealth sold 480 KLA shares in Q1 2026, an estimated $70.2K.
  • KLA made up 0.09% of Potentia Wealth's portfolio in Q1 2026, its #84 holding.
  • Potentia Wealth first reported a position in KLA in Q3 2025 and has held it in 3 quarters since.
  • Potentia Wealth's KLA position peaked at $241K in Q4 2025.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.