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Root Financial Partners’s KLA KLAC Stock Holding History

Root Financial 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 		$1.21M Buy
8,220
+260
+3% +$38K 0.06% 88
2025
Q4 		$967K Buy
7,960
+100
+1% +$11.7K 0.05% 100
2025
Q3 		$848K Buy
7,860
+350
+5% +$32.7K 0.05% 95
2025
Q2 		$673K Buy
7,510
+190
+3% +$14.3K 0.07% 96
2025
Q1 		$498K Buy
7,320
+210
+3% +$15.1K 0.05% 117
2024
Q4 		$448K Buy
7,110
+330
+5% +$22.3K 0.06% 123
2024
Q3 		$525K Buy
6,780
+200
+3% +$15.7K 0.08% 86
2024
Q2 		$543K Buy
6,580
+20
+0.3% +$1.48K 0.13% 64
2024
Q1 		$458K Buy
6,560
+260
+4% +$16.7K 0.14% 59
2023
Q4 		$366K Sell
6,300
-610
-9% -$31.8K 0.14% 58
2023
Q3 		$317K Sell
6,910
-500
-7% -$24K 0.17% 55
2023
Q2 		$359K Sell
7,410
-260
-3% -$10.9K 0.21% 49
2023
Q1 		$306K Buy
+7,670
New +$302K 0.22% 52

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

Root Financial Partners's KLAC Position: Q1 2026 in Review

Root Financial Partners increased its KLA (KLAC) stake by 3.3% in Q1 2026, buying an estimated $38K and bringing the position to 8,220 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #88.

Root Financial Partners first reported a position in KLAC in Q1 2023 and has held it in 13 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Root Financial Partners held 8,220 shares of KLA worth $1.21M as of Q1 2026.
  • Root Financial Partners bought 260 KLA shares in Q1 2026, an estimated $38K.
  • KLA made up 0.06% of Root Financial Partners's portfolio in Q1 2026, its #88 holding.
  • Root Financial Partners first reported a position in KLA in Q1 2023 and has held it in 13 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.