Wealth Effects’s KLA KLAC Stock Holding History

Wealth Effects’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	$247K	Hold	1,680	–	–	0.09%	188
2025 Q4	$204K	Buy	+1,680	New	+$197K	0.06%	199

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

Wealth Effects's KLAC Position: Q1 2026 in Review

Wealth Effects held its KLA (KLAC) position steady in Q1 2026 at 1,680 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #188.

Wealth Effects first reported a position in KLAC in Q4 2025 and has held it in 2 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Wealth Effects held 1,680 shares of KLA worth $247K as of Q1 2026.
Wealth Effects left its KLA share count unchanged in Q1 2026.
KLA made up 0.09% of Wealth Effects's portfolio in Q1 2026, its #188 holding.
Wealth Effects first reported a position in KLA in Q4 2025 and has held it in 2 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

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