SHP Wealth Management’s KLA KLAC Stock Holding History

SHP Wealth Management’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	$84.2K	Buy	570 +220	+63%	+$32.2K	0.01%	412
2025 Q4	$42.7K	Buy	+350	New	+$41.1K	﹤0.01%	512

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's KLAC Position: Q1 2026 in Review

SHP Wealth Management increased its KLA (KLAC) stake by 63% in Q1 2026, buying an estimated $32.2K and bringing the position to 570 shares worth $84.2K. The position accounts for 0.01% of the portfolio, ranked #412.

SHP Wealth Management first reported a position in KLAC in Q4 2025 and has held it in 2 quarters since. 2,069 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

SHP Wealth Management held 570 shares of KLA worth $84.2K as of Q1 2026.
SHP Wealth Management bought 220 KLA shares in Q1 2026, an estimated $32.2K.
KLA made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #412 holding.
SHP Wealth Management first reported a position in KLA in Q4 2025 and has held it in 2 quarters since.
2,069 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.