Private Wealth Partners’s KLA KLAC Stock Holding History

Private Wealth Partners’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	$442K	Hold	3,000	–	–	0.03%	131
2025 Q4	$365K	Hold	3,000	–	–	0.03%	134
2025 Q3	$324K	Hold	3,000	–	–	0.02%	138
2025 Q2	$269K	Hold	3,000	–	–	0.02%	146
2025 Q1	$204K	Buy	+3,000	New	+$216K	0.02%	157
2024 Q4	–	Sell	-3,000	Closed	-$232K	–	177
2024 Q3	$232K	Sell	3,000 -20,000	-87%	-$1.57M	0.02%	159
2024 Q2	$1.9M	Hold	23,000	–	–	0.14%	64
2024 Q1	$1.61M	Hold	23,000	–	–	0.13%	69
2023 Q4	$1.34M	Hold	23,000	–	–	0.11%	75
2023 Q3	$1.05M	Hold	23,000	–	–	0.1%	75
2023 Q2	$1.12M	Hold	23,000	–	–	0.1%	72
2023 Q1	$918K	Buy	+23,000	New	+$906K	0.09%	85
2021 Q1	–	Sell	-24,600	Closed	-$637K	–	95
2020 Q4	$637K	Hold	24,600	–	–	0.07%	78
2020 Q3	$477K	Hold	24,600	–	–	0.06%	81
2020 Q2	$478K	Hold	24,600	–	–	0.07%	80
2020 Q1	$354K	Hold	24,600	–	–	0.06%	90
2019 Q4	$438K	Hold	24,600	–	–	0.06%	90
2019 Q3	$392K	Hold	24,600	–	–	0.06%	87
2019 Q2	$291K	Hold	24,600	–	–	0.04%	108
2019 Q1	$294K	Hold	24,600	–	–	0.05%	104
2018 Q4	$220K	Hold	24,600	–	–	0.04%	93
2018 Q3	$250K	Hold	24,600	–	–	0.04%	107
2018 Q2	$252K	Hold	24,600	–	–	0.04%	108
2018 Q1	$268K	Sell	24,600 -400	-2%	-$4.45K	0.05%	112
2017 Q4	$263K	Hold	25,000	–	–	0.05%	118
2017 Q3	$265K	Sell	25,000 -1,500	-6%	-$14.3K	0.05%	111
2017 Q2	$243K	Hold	26,500	–	–	0.05%	104
2017 Q1	$252K	Sell	26,500 -1,500	-5%	-$13.2K	0.06%	98
2016 Q4	$220K	Buy	+28,000	New	+$214K	0.05%	103

Other funds holding KLAC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

Private Wealth Partners's KLAC Position: Q1 2026 in Review

Private Wealth Partners held its KLA (KLAC) position steady in Q1 2026 at 3,000 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #131.

Private Wealth Partners first reported a position in KLAC in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.9M in Q2 2024. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Private Wealth Partners held 3,000 shares of KLA worth $442K as of Q1 2026.
Private Wealth Partners left its KLA share count unchanged in Q1 2026.
KLA made up 0.03% of Private Wealth Partners's portfolio in Q1 2026, its #131 holding.
Private Wealth Partners first reported a position in KLA in Q4 2016 and has held it in 29 quarters since.
Private Wealth Partners's KLA position peaked at $1.9M in Q2 2024.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.