Strategic Wealth Partners’s KLA KLAC Stock Holding History

Strategic 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	$8.29K	Buy	60 +20	+50%	+$2.93K	﹤0.01%	930
2025 Q4	$4.86K	Sell	40 -110	-73%	-$12.9K	﹤0.01%	1056
2025 Q3	$16.2K	Buy	150 +70	+88%	+$6.53K	﹤0.01%	787
2025 Q2	$7.17K	Buy	+80	New	+$6.02K	﹤0.01%	844
2024 Q4	–	Sell	-9,130	Closed	-$707K	–	325
2024 Q3	$707K	Buy	9,130 +1,940	+27%	+$152K	0.07%	169
2024 Q2	$593K	Buy	7,190 +1,400	+24%	+$103K	0.06%	179
2024 Q1	$404K	Buy	5,790 +1,920	+50%	+$123K	0.04%	211
2023 Q4	$225K	Buy	+3,870	New	+$201K	0.03%	256

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

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

Strategic Wealth Partners increased its KLA (KLAC) stake by 50% in Q1 2026, buying an estimated $2.93K and bringing the position to 60 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Strategic Wealth Partners first reported a position in KLAC in Q4 2023 and has held it in 8 quarters since. The position peaked at $707K in Q3 2024. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Strategic Wealth Partners held 60 shares of KLA worth $8.29K as of Q1 2026.
Strategic Wealth Partners bought 20 KLA shares in Q1 2026, an estimated $2.93K.
KLA made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #930 holding.
Strategic Wealth Partners first reported a position in KLA in Q4 2023 and has held it in 8 quarters since.
Strategic Wealth Partners's KLA position peaked at $707K in Q3 2024.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.