Quadrant Private Wealth Management’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$548K Buy
3,720
+340
+10% +$49.7K 0.08% 173
2025
Q4
$411K Buy
3,380
+120
+4% +$14.1K 0.07% 188
2025
Q3
$352K Buy
3,260
+20
+0.6% +$1.87K 0.06% 190
2025
Q2
$290K Buy
3,240
+90
+3% +$6.77K 0.06% 196
2025
Q1
$214K Buy
+3,150
New +$227K 0.05% 216
2024
Q4
Sell
-3,050
Closed -$236K 249
2024
Q3
$236K Hold
3,050
0.06% 212
2024
Q2
$251K Buy
3,050
+70
+2% +$5.17K 0.06% 208
2024
Q1
$208K Buy
+2,980
New +$191K 0.05% 219
2023
Q4
Sell
-5,170
Closed -$237K 251
2023
Q3
$237K Buy
5,170
+140
+3% +$6.71K 0.08% 188
2023
Q2
$244K Hold
5,030
0.07% 211
2023
Q1
$201K Buy
+5,030
New +$198K 0.06% 234

Other funds holding KLAC

Quadrant Private Wealth Management's KLAC Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its KLA (KLAC) stake by 10% in Q1 2026, buying an estimated $49.7K and bringing the position to 3,720 shares worth $548K. The position accounts for 0.08% of the portfolio, ranked #173.

Quadrant Private Wealth Management first reported a position in KLAC in Q1 2023 and has held it in 11 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Quadrant Private Wealth Management held 3,720 shares of KLA worth $548K as of Q1 2026.
  • Quadrant Private Wealth Management bought 340 KLA shares in Q1 2026, an estimated $49.7K.
  • KLA made up 0.08% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #173 holding.
  • Quadrant Private Wealth Management first reported a position in KLA in Q1 2023 and has held it in 11 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.