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Sagespring Wealth Partners’s KLA KLAC Stock Holding History

Sagespring 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 		$2.98M Buy
20,240
+2,470
+14% +$361K 0.05% 161
2025
Q4 		$2.16M Buy
17,770
+1,510
+9% +$177K 0.04% 181
2025
Q3 		$1.75M Buy
16,260
+1,220
+8% +$114K 0.03% 204
2025
Q2 		$1.35M Buy
15,040
+2,310
+18% +$174K 0.03% 225
2025
Q1 		$865K Buy
12,730
+4,510
+55% +$325K 0.02% 266
2024
Q4 		$518K Buy
+8,220
New +$556K 0.01% 343

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

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

Sagespring Wealth Partners increased its KLA (KLAC) stake by 14% in Q1 2026, buying an estimated $361K and bringing the position to 20,240 shares worth $2.98M. The position accounts for 0.05% of the portfolio, ranked #161.

Sagespring Wealth Partners first reported a position in KLAC in Q4 2024 and has held it in 6 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Sagespring Wealth Partners held 20,240 shares of KLA worth $2.98M as of Q1 2026.
  • Sagespring Wealth Partners bought 2,470 KLA shares in Q1 2026, an estimated $361K.
  • KLA made up 0.05% of Sagespring Wealth Partners's portfolio in Q1 2026, its #161 holding.
  • Sagespring Wealth Partners first reported a position in KLA in Q4 2024 and has held it in 6 quarters since.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.