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TCFG Wealth Management’s KLA KLAC Stock Holding History

TCFG 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 		$699K Sell
4,750
-10
-0.2% -$1.46K 0.26% 95
2025
Q4 		$578K Buy
4,760
+30
+0.6% +$3.52K 0.23% 118
2025
Q3 		$510K Sell
4,730
-330
-7% -$30.8K 0.2% 129
2025
Q2 		$453K Sell
5,060
-350
-6% -$26.3K 0.21% 132
2025
Q1 		$368K Sell
5,410
-240
-4% -$17.3K 0.18% 139
2024
Q4 		$356K Sell
5,650
-170
-3% -$11.5K 0.18% 138
2024
Q3 		$451K Buy
+5,820
New +$457K 0.23% 104

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

TCFG Wealth Management reduced its KLA (KLAC) stake by 0.21% in Q1 2026, selling an estimated $1.46K and leaving 4,750 shares worth $699K. The position accounts for 0.26% of the portfolio, ranked #95.

TCFG Wealth Management first reported a position in KLAC in Q3 2024 and has held it in 7 quarters since. 2,072 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • TCFG Wealth Management held 4,750 shares of KLA worth $699K as of Q1 2026.
  • TCFG Wealth Management sold 10 KLA shares in Q1 2026, an estimated $1.46K.
  • KLA made up 0.26% of TCFG Wealth Management's portfolio in Q1 2026, its #95 holding.
  • TCFG Wealth Management first reported a position in KLA in Q3 2024 and has held it in 7 quarters since.
  • 2,072 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.