U.S. Capital Wealth Advisors’s KLA KLAC Stock Holding History

U.S. Capital 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	$4.42M	Buy	30,040 +10,140	+51%	+$1.48M	0.11%	213
2025 Q4	$2.42M	Buy	19,900 +4,820	+32%	+$565K	0.06%	299
2025 Q3	$1.63M	Sell	15,080 -140	-0.9%	-$13.1K	0.04%	380
2025 Q2	$1.36M	Buy	15,220 +2,180	+17%	+$164K	0.04%	370
2025 Q1	$887K	Buy	+13,040	New	+$939K	0.03%	448
2023 Q4	–	Sell	-60,400	Closed	-$2.77M	–	682
2023 Q3	$2.77M	Buy	60,400 +400	+0.7%	+$19.2K	0.12%	157
2023 Q2	$2.91M	Buy	60,000 +330	+0.6%	+$13.8K	0.14%	150
2023 Q1	$2.38M	Sell	59,670 -380	-0.6%	-$15K	0.11%	178
2022 Q4	$2.26M	Sell	60,050 -90	-0.1%	-$3.14K	0.1%	187
2022 Q3	$1.82M	Sell	60,140 -51,300	-46%	-$1.78M	0.09%	206
2022 Q2	$3.56M	Sell	111,440 -420	-0.4%	-$14.1K	0.16%	131
2022 Q1	$4.09M	Buy	111,860 +7,660	+7%	+$286K	0.15%	146
2021 Q4	$4.48M	Sell	104,200 -1,800	-2%	-$69.5K	0.18%	130
2021 Q3	$3.55M	Buy	+106,000	New	+$3.54M	0.15%	150

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

U.S. Capital Wealth Advisors's KLAC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its KLA (KLAC) stake by 51% in Q1 2026, buying an estimated $1.48M and bringing the position to 30,040 shares worth $4.42M. The position accounts for 0.11% of the portfolio, ranked #213.

U.S. Capital Wealth Advisors first reported a position in KLAC in Q3 2021 and has held it in 14 quarters since. The position peaked at $4.48M in Q4 2021. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

U.S. Capital Wealth Advisors held 30,040 shares of KLA worth $4.42M as of Q1 2026.
U.S. Capital Wealth Advisors bought 10,140 KLA shares in Q1 2026, an estimated $1.48M.
KLA made up 0.11% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #213 holding.
U.S. Capital Wealth Advisors first reported a position in KLA in Q3 2021 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's KLA position peaked at $4.48M in Q4 2021.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.