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Waldron Private Wealth’s KLA KLAC Stock Holding History

Waldron Private 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 		– Sell
-6,230
Closed -$393K – 362
2024
Q4 		$393K Sell
6,230
-70
-1% -$4.73K 0.02% 289
2024
Q3 		$488K Buy
6,300
+2,390
+61% +$188K 0.02% 250
2024
Q2 		$322K Buy
3,910
+10
+0.3% +$739 0.01% 297
2024
Q1 		$272K Buy
3,900
+80
+2% +$5.14K 0.01% 337
2023
Q4 		$222K Buy
+3,820
New +$199K 0.01% 371
2023
Q2 		– Sell
-20,820
Closed -$831K – 406
2023
Q1 		$831K Buy
+20,820
New +$821K 0.04% 187
2022
Q1 		– Sell
-8,590
Closed -$369K – 409
2021
Q4 		$369K Buy
8,590
+200
+2% +$7.72K 0.02% 286
2021
Q3 		$280K Buy
8,390
+950
+13% +$31.7K 0.02% 293
2021
Q2 		$241K Buy
7,440
+30
+0.4% +$961 0.02% 304
2021
Q1 		$244K Buy
+7,410
New +$223K 0.02% 265

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

Waldron Private Wealth's KLAC Position: Q1 2025 in Review

Waldron Private Wealth sold out of KLA (KLAC) in Q1 2025, closing a stake of 6,230 shares — an estimated $393K sold.

Waldron Private Wealth first reported a position in KLAC in Q1 2021 and held it in 10 quarters. The position peaked at $831K in Q1 2023. 1,562 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

  • Waldron Private Wealth reported no remaining KLA position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 6,230 KLA shares in Q1 2025, an estimated $393K.
  • Waldron Private Wealth first reported a position in KLA in Q1 2021 and held it in 10 quarters.
  • Waldron Private Wealth's KLA position peaked at $831K in Q1 2023.
  • 1,562 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.