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Wealthspire Advisors (New York)’s KLA KLAC Stock Holding History

Wealthspire Advisors (New York)’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 		$543K Sell
3,690
-10,430
-74% -$1.53M ﹤0.01% 551
2025
Q4 		$1.72M Buy
14,120
+10,800
+325% +$1.27M 0.01% 320
2025
Q3 		$358K Sell
3,320
-1,250
-27% -$117K ﹤0.01% 617
2025
Q2 		$409K Buy
4,570
+1,050
+30% +$79K ﹤0.01% 589
2025
Q1 		$239K Buy
+3,520
New +$254K ﹤0.01% 700
2024
Q4 		– Sell
-3,560
Closed -$276K – 817
2024
Q3 		$276K Buy
3,560
+850
+31% +$66.7K ﹤0.01% 636
2024
Q2 		$224K Sell
2,710
-540
-17% -$39.9K ﹤0.01% 599
2024
Q1 		$227K Sell
3,250
-1,820
-36% -$117K ﹤0.01% 570
2023
Q4 		$295K Buy
+5,070
New +$264K ﹤0.01% 529
2023
Q1 		– Sell
-6,060
Closed -$228K – 569
2022
Q4 		$228K Buy
+6,060
New +$211K ﹤0.01% 515
2022
Q1 		– Sell
-5,580
Closed -$240K – 496
2021
Q4 		$240K Buy
+5,580
New +$215K 0.01% 483
2021
Q2 		– Sell
-17,510
Closed -$579K – 527
2021
Q1 		$579K Buy
17,510
+1,590
+10% +$47.9K 0.01% 358
2020
Q4 		$412K Buy
15,920
+4,540
+40% +$106K 0.01% 343
2020
Q3 		$220K Sell
11,380
-220
-2% -$4.35K 0.01% 280
2020
Q2 		$226K Sell
11,600
-5,520
-32% -$94.4K 0.02% 241
2020
Q1 		$246K Buy
+17,120
New +$276K 0.01% 439
2019
Q1 		– Sell
-1,050
Closed -$9K – 449
2018
Q4 		$9K Buy
+1,050
New +$9.78K ﹤0.01% 528

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wealthspire Advisors (New York)'s KLAC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its KLA (KLAC) stake by 74% in Q1 2026, selling an estimated $1.53M and leaving 3,690 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Wealthspire Advisors (New York) first reported a position in KLAC in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.72M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,690 shares of KLA worth $543K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 10,430 KLA shares in Q1 2026, an estimated $1.53M.
  • KLA made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #551 holding.
  • Wealthspire Advisors (New York) first reported a position in KLA in Q4 2018 and has held it in 17 quarters since.
  • Wealthspire Advisors (New York)'s KLA position peaked at $1.72M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.