Winch Advisory Services’s KLA KLAC Stock Holding History

Winch Advisory Services’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	$872K	Hold	5,920	–	–	0.2%	60
2025 Q4	$719K	Hold	5,920	–	–	0.16%	64
2025 Q3	$638K	Hold	5,920	–	–	0.14%	66
2025 Q2	$530K	Buy	5,920 +10	+0.2%	+$752	0.13%	66
2025 Q1	$402K	Hold	5,910	–	–	0.11%	73
2024 Q4	$373K	Hold	5,910	–	–	0.1%	71
2024 Q3	$458K	Hold	5,910	–	–	0.13%	68
2024 Q2	$488K	Hold	5,910	–	–	0.14%	61
2024 Q1	$413K	Sell	5,910 -110	-2%	-$7.06K	0.13%	65
2023 Q4	$350K	Hold	6,020	–	–	0.12%	67
2023 Q3	$276K	Hold	6,020	–	–	0.1%	68
2023 Q2	$292K	Hold	6,020	–	–	0.1%	68
2023 Q1	$240K	Hold	6,020	–	–	0.09%	73
2022 Q4	$227K	Hold	6,020	–	–	0.1%	74
2022 Q3	$182K	Hold	6,020	–	–	0.08%	71
2022 Q2	$192K	Sell	6,020 -10	-0.2%	-$336	0.08%	70
2022 Q1	$221K	Sell	6,030 -10	-0.2%	-$374	0.08%	72
2021 Q4	$260K	Buy	6,040 +30	+0.5%	+$1.16K	0.09%	69
2021 Q3	$201K	Hold	6,010	–	–	0.07%	72
2021 Q2	$195K	Hold	6,010	–	–	0.07%	70
2021 Q1	$199K	Hold	6,010	–	–	0.08%	65
2020 Q4	$156K	Buy	6,010 +230	+4%	+$5.36K	0.06%	62
2020 Q3	$112K	Hold	5,780	–	–	0.05%	61
2020 Q2	$112K	Hold	5,780	–	–	0.05%	60
2020 Q1	$83K	Hold	5,780	–	–	0.04%	65
2019 Q4	$103K	Sell	5,780 -1,500	-21%	-$25.2K	0.05%	78
2019 Q3	$116K	Hold	7,280	–	–	0.06%	71
2019 Q2	$86K	Hold	7,280	–	–	0.04%	88
2019 Q1	$87K	Hold	7,280	–	–	0.05%	89
2018 Q4	$65K	Hold	7,280	–	–	0.04%	88
2018 Q3	$74K	Hold	7,280	–	–	0.04%	91
2018 Q2	$75K	Hold	7,280	–	–	0.04%	97
2018 Q1	$79K	Hold	7,280	–	–	0.05%	95
2017 Q4	$76K	Hold	7,280	–	–	0.05%	81
2017 Q3	$77K	Hold	7,280	–	–	0.05%	74
2017 Q2	$67K	Hold	7,280	–	–	0.04%	101
2017 Q1	$69K	Hold	7,280	–	–	0.04%	105
2016 Q4	$57K	Hold	7,280	–	–	0.04%	90
2016 Q3	$51K	Hold	7,280	–	–	0.04%	90
2016 Q2	$53K	Hold	7,280	–	–	0.06%	75
2016 Q1	$53K	Hold	7,280	–	–	0.09%	40
2015 Q4	$50K	Hold	7,280	–	–	0.06%	46
2015 Q3	$36K	Hold	7,280	–	–	0.05%	58
2015 Q2	$41K	Hold	7,280	–	–	0.02%	114
2015 Q1	$42K	Buy	+7,280	New	+$46.6K	0.02%	89
2014 Q4	–	Sell	-7,280	Closed	-$57K	–	113
2014 Q3	$57K	Hold	7,280	–	–	0.04%	72
2014 Q2	$53K	Buy	+7,280	New	+$48.3K	0.03%	89

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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