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Tandem Wealth Advisors’s KLA KLAC Stock Holding History

Tandem Wealth Advisors’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 		$1.14M Sell
7,710
-1,450
-16% -$212K 0.51% 21
2025
Q4 		$1.11M Buy
9,160
+1,310
+17% +$154K 0.5% 21
2025
Q3 		$847K Sell
7,850
-2,580
-25% -$241K 0.4% 22
2025
Q2 		$934K Buy
10,430
+160
+2% +$12K 0.46% 22
2025
Q1 		$698K Buy
10,270
+900
+10% +$64.8K 0.37% 24
2024
Q4 		$590K Buy
9,370
+2,240
+31% +$151K 0.3% 25
2024
Q3 		$552K Buy
7,130
+640
+10% +$50.2K 0.28% 27
2024
Q2 		$535K Hold
6,490
– – 0.29% 25
2024
Q1 		$453K Sell
6,490
-610
-9% -$39.2K 0.25% 28
2023
Q4 		$413K Sell
7,100
-230
-3% -$12K 0.24% 27
2023
Q3 		$336K Buy
7,330
+130
+2% +$6.24K 0.21% 32
2023
Q2 		$349K Buy
7,200
+1,990
+38% +$83.1K 0.21% 31
2023
Q1 		$208K Buy
+5,210
New +$205K 0.13% 44

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

Tandem Wealth Advisors's KLAC Position: Q1 2026 in Review

Tandem Wealth Advisors reduced its KLA (KLAC) stake by 16% in Q1 2026, selling an estimated $212K and leaving 7,710 shares worth $1.14M. The position accounts for 0.51% of the portfolio, ranked #21.

Tandem Wealth Advisors 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.

  • Tandem Wealth Advisors held 7,710 shares of KLA worth $1.14M as of Q1 2026.
  • Tandem Wealth Advisors sold 1,450 KLA shares in Q1 2026, an estimated $212K.
  • KLA made up 0.51% of Tandem Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Tandem Wealth Advisors 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 Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.