Turtle Creek Wealth Advisors’s KLA KLAC Stock Holding History

Turtle Creek Wealth 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	$17.7M	Buy	120,280 +5,380	+5%	+$787K	1.34%	15
2025 Q4	$14M	Buy	114,900 +4,220	+4%	+$495K	1.1%	24
2025 Q3	$11.9M	Buy	110,680 +6,750	+6%	+$630K	1.07%	27
2025 Q2	$9.31M	Buy	103,930 +4,260	+4%	+$320K	1.1%	24
2025 Q1	$6.78M	Buy	+99,670	New	+$7.18M	1.01%	31
2024 Q4	–	Sell	-96,590	Closed	-$7.48M	–	122
2024 Q3	$7.48M	Buy	96,590 +760	+0.8%	+$59.6K	1.5%	16
2024 Q2	$7.9M	Buy	95,830 +7,240	+8%	+$535K	1.83%	11
2024 Q1	$6.19M	Buy	88,590 +6,800	+8%	+$437K	1.52%	14
2023 Q4	$4.75M	Buy	+81,790	New	+$4.26M	1.4%	12

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

Turtle Creek Wealth Advisors's KLAC Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its KLA (KLAC) stake by 4.7% in Q1 2026, buying an estimated $787K and bringing the position to 120,280 shares worth $17.7M. The position accounts for 1.34% of the portfolio, ranked #15.

Turtle Creek Wealth Advisors first reported a position in KLAC in Q4 2023 and has held it in 9 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Turtle Creek Wealth Advisors held 120,280 shares of KLA worth $17.7M as of Q1 2026.
Turtle Creek Wealth Advisors bought 5,380 KLA shares in Q1 2026, an estimated $787K.
KLA made up 1.34% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Turtle Creek Wealth Advisors first reported a position in KLA in Q4 2023 and has held it in 9 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.