TritonPoint Wealth’s KLA KLAC Stock Holding History

TritonPoint 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
2026 Q1	$480K	Buy	3,260 +200	+7%	+$29.3K	0.05%	180
2025 Q4	$372K	Sell	3,060 -1,820	-37%	-$213K	0.04%	203
2025 Q3	$526K	Buy	4,880 +120	+3%	+$11.2K	0.05%	213
2025 Q2	$426K	Sell	4,760 -230	-5%	-$17.3K	0.04%	233
2025 Q1	$339K	Buy	4,990 +850	+21%	+$61.2K	0.03%	257
2024 Q4	$261K	Buy	4,140 +890	+27%	+$60.1K	0.02%	292
2024 Q3	$254K	Buy	3,250 +380	+13%	+$29.8K	0.02%	297
2024 Q2	$237K	Buy	+2,870	New	+$212K	0.02%	291

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

TritonPoint Wealth's KLAC Position: Q1 2026 in Review

TritonPoint Wealth increased its KLA (KLAC) stake by 6.5% in Q1 2026, buying an estimated $29.3K and bringing the position to 3,260 shares worth $480K. The position accounts for 0.05% of the portfolio, ranked #180.

TritonPoint Wealth first reported a position in KLAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $526K in Q3 2025. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

TritonPoint Wealth held 3,260 shares of KLA worth $480K as of Q1 2026.
TritonPoint Wealth bought 200 KLA shares in Q1 2026, an estimated $29.3K.
KLA made up 0.05% of TritonPoint Wealth's portfolio in Q1 2026, its #180 holding.
TritonPoint Wealth first reported a position in KLA in Q2 2024 and has held it in 8 quarters since.
TritonPoint Wealth's KLA position peaked at $526K in Q3 2025.
2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.