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Transform Wealth’s KLA KLAC Stock Holding History

Transform Wealth’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
2025
Q1 		$6.03M Sell
88,730
-150
-0.2% -$10.8K 0.37% 67
2024
Q4 		$5.6M Buy
88,880
+610
+0.7% +$41.2K 0.31% 73
2024
Q3 		$6.84M Sell
88,270
-45,830
-34% -$3.6M 0.45% 60
2024
Q2 		$11.1M Buy
134,100
+5,220
+4% +$386K 0.83% 32
2024
Q1 		$9M Buy
128,880
+6,660
+5% +$428K 0.86% 42
2023
Q4 		$7.1M Buy
122,220
+4,040
+3% +$210K 0.69% 51
2023
Q3 		$5.42M Buy
+118,180
New +$5.67M 0.57% 62

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Transform Wealth's KLAC Position: Q1 2025 in Review

Transform Wealth reduced its KLA (KLAC) stake by 0.17% in Q1 2025, selling an estimated $10.8K and leaving 88,730 shares worth $6.03M. The position accounts for 0.37% of the portfolio, ranked #67.

Transform Wealth first reported a position in KLAC in Q3 2023 and has held it in 7 quarters since. The position peaked at $11.1M in Q2 2024. 1,563 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

  • Transform Wealth held 88,730 shares of KLA worth $6.03M as of Q1 2025.
  • Transform Wealth sold 150 KLA shares in Q1 2025, an estimated $10.8K.
  • KLA made up 0.37% of Transform Wealth's portfolio in Q1 2025, its #67 holding.
  • Transform Wealth first reported a position in KLA in Q3 2023 and has held it in 7 quarters since.
  • Transform Wealth's KLA position peaked at $11.1M in Q2 2024.
  • 1,563 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.