PWMG
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Private Wealth Management Group’s KLA KLAC Stock Holding History

Private Wealth Management Group’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 		$8.84K Hold
60
– – ﹤0.01% 562
2025
Q4 		$7.29K Sell
60
-10
-14% -$1.17K ﹤0.01% 623
2025
Q3 		$7.55K Hold
70
– – ﹤0.01% 622
2025
Q2 		$6.27K Hold
70
– – ﹤0.01% 661
2025
Q1 		$4.76K Hold
70
– – ﹤0.01% 748
2024
Q4 		$4.41K Hold
70
– – ﹤0.01% 792
2024
Q3 		$5.42K Hold
70
– – ﹤0.01% 697
2024
Q2 		$5.77K Sell
70
-20
-22% -$1.48K ﹤0.01% 652
2024
Q1 		$6.29K Sell
90
-10
-10% -$642 ﹤0.01% 551
2023
Q4 		$5.81K Buy
+100
New +$5.21K ﹤0.01% 575

Other funds holding KLAC

BlackRock
BlackRock New York $5.7T 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