TruWealth Advisors’s KLA KLAC Stock Holding History

TruWealth 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	$701K	Buy	4,760 +90	+2%	+$13.2K	0.03%	106
2025 Q4	$567K	Sell	4,670 -20	-0.4%	-$2.35K	0.03%	116
2025 Q3	$506K	Hold	4,690	–	–	0.03%	121
2025 Q2	$420K	Hold	4,690	–	–	0.02%	121
2025 Q1	$319K	Hold	4,690	–	–	0.02%	124
2024 Q4	$296K	Sell	4,690 -50	-1%	-$3.38K	0.02%	127
2024 Q3	$367K	Hold	4,740	–	–	0.02%	117
2024 Q2	$391K	Sell	4,740 -120	-2%	-$8.87K	0.03%	114
2024 Q1	$340K	Hold	4,860	–	–	0.02%	123
2023 Q4	$283K	Sell	4,860 -80	-2%	-$4.16K	0.02%	120
2023 Q3	$227K	Hold	4,940	–	–	0.02%	136
2023 Q2	$240K	Buy	+4,940	New	+$206K	0.02%	137

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

TruWealth Advisors's KLAC Position: Q1 2026 in Review

TruWealth Advisors increased its KLA (KLAC) stake by 1.9% in Q1 2026, buying an estimated $13.2K and bringing the position to 4,760 shares worth $701K. The position accounts for 0.03% of the portfolio, ranked #106.

TruWealth Advisors first reported a position in KLAC in Q2 2023 and has held it in 12 quarters since. 2,072 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

TruWealth Advisors held 4,760 shares of KLA worth $701K as of Q1 2026.
TruWealth Advisors bought 90 KLA shares in Q1 2026, an estimated $13.2K.
KLA made up 0.03% of TruWealth Advisors's portfolio in Q1 2026, its #106 holding.
TruWealth Advisors first reported a position in KLA in Q2 2023 and has held it in 12 quarters since.
2,072 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.