Transcend Capital Advisors’s KLA KLAC Stock Holding History

Transcend Capital 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	$294K	Buy	2,000 +90	+5%	+$13.2K	0.02%	549
2025 Q4	$232K	Sell	1,910 -190	-9%	-$22.3K	0.02%	614
2025 Q3	$226K	Buy	+2,100	New	+$196K	0.02%	624
2025 Q2	–	Sell	-8,080	Closed	-$549K	–	672
2025 Q1	$549K	Buy	8,080 +130	+2%	+$9.36K	0.04%	340
2024 Q4	$501K	Sell	7,950 -710	-8%	-$48K	0.04%	346
2024 Q3	$671K	Sell	8,660 -780	-8%	-$61.2K	0.04%	330
2024 Q2	$779K	Buy	9,440 +590	+7%	+$43.6K	0.06%	291
2024 Q1	$618K	Buy	8,850 +130	+1%	+$8.35K	0.05%	289
2023 Q4	$507K	Sell	8,720 -290	-3%	-$15.1K	0.05%	303
2023 Q3	$413K	Buy	9,010 +4,370	+94%	+$210K	0.04%	319
2023 Q2	$225K	Buy	+4,640	New	+$194K	0.02%	435
2023 Q1	–	Sell	-8,730	Closed	-$329K	–	508
2022 Q4	$329K	Buy	8,730 +1,650	+23%	+$57.5K	0.04%	347
2022 Q3	$214K	Buy	+7,080	New	+$245K	0.02%	432

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

Transcend Capital Advisors's KLAC Position: Q1 2026 in Review

Transcend Capital Advisors increased its KLA (KLAC) stake by 4.7% in Q1 2026, buying an estimated $13.2K and bringing the position to 2,000 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #549.

Transcend Capital Advisors first reported a position in KLAC in Q3 2022 and has held it in 13 quarters since. The position peaked at $779K in Q2 2024. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Transcend Capital Advisors held 2,000 shares of KLA worth $294K as of Q1 2026.
Transcend Capital Advisors bought 90 KLA shares in Q1 2026, an estimated $13.2K.
KLA made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #549 holding.
Transcend Capital Advisors first reported a position in KLA in Q3 2022 and has held it in 13 quarters since.
Transcend Capital Advisors's KLA position peaked at $779K in Q2 2024.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.