Quantum Private Wealth’s KLA KLAC Stock Holding History

Quantum Private 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	$1.03M	Buy	7,020 +140	+2%	+$20.5K	0.32%	61
2025 Q4	$835K	Hold	6,880	–	–	0.24%	69
2025 Q3	$742K	Hold	6,880	–	–	0.22%	74
2025 Q2	$616K	Hold	6,880	–	–	0.2%	85
2025 Q1	$467K	Hold	6,880	–	–	0.18%	100
2024 Q4	$433K	Sell	6,880 -1,030	-13%	-$69.6K	0.14%	122
2024 Q3	$612K	Sell	7,910 -180	-2%	-$14.1K	0.21%	89
2024 Q2	$667K	Hold	8,090	–	–	0.24%	77
2024 Q1	$565K	Sell	8,090 -30	-0.4%	-$1.93K	0.21%	95
2023 Q4	$472K	Hold	8,120	–	–	0.2%	104
2023 Q3	$372K	Buy	8,120 +340	+4%	+$16.3K	0.18%	117
2023 Q2	$377K	Sell	7,780 -190	-2%	-$7.94K	0.17%	123
2023 Q1	$318K	Buy	7,970 +90	+1%	+$3.55K	0.17%	126
2022 Q4	$297K	Sell	7,880 -130	-2%	-$4.53K	0.19%	125
2022 Q3	$242K	Buy	+8,010	New	+$277K	0.15%	140
2022 Q1	–	Sell	-4,770	Closed	-$205K	–	209
2021 Q4	$205K	Buy	+4,770	New	+$184K	0.08%	194

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

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

Quantum Private Wealth increased its KLA (KLAC) stake by 2% in Q1 2026, buying an estimated $20.5K and bringing the position to 7,020 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #61.

Quantum Private Wealth first reported a position in KLAC in Q4 2021 and has held it in 16 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Quantum Private Wealth held 7,020 shares of KLA worth $1.03M as of Q1 2026.
Quantum Private Wealth bought 140 KLA shares in Q1 2026, an estimated $20.5K.
KLA made up 0.32% of Quantum Private Wealth's portfolio in Q1 2026, its #61 holding.
Quantum Private Wealth first reported a position in KLA in Q4 2021 and has held it in 16 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.