WFA
KLAC icon

WMG Financial Advisors’s KLA KLAC Stock Holding History

WMG Financial 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
2025
Q4 		– Sell
-3,380
Closed -$365K – 162
2025
Q3 		$365K Hold
3,380
– – 0.12% 114
2025
Q2 		$303K Buy
3,380
+150
+5% +$11.3K 0.11% 127
2025
Q1 		$220K Buy
3,230
+10
+0.3% +$720 0.09% 155
2024
Q4 		$203K Buy
3,220
+90
+3% +$6.08K 0.09% 160
2024
Q3 		$242K Hold
3,130
– – 0.11% 141
2024
Q2 		$258K Buy
+3,130
New +$231K 0.14% 119

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WMG Financial Advisors's KLAC Position: Q4 2025 in Review

WMG Financial Advisors sold out of KLA (KLAC) in Q4 2025, closing a stake of 3,380 shares — an estimated $365K sold.

WMG Financial Advisors first reported a position in KLAC in Q2 2024 and held it in 6 quarters. The position peaked at $365K in Q3 2025. 1,908 funds tracked by Wall St. Rank hold KLAC as of Q4 2025.

  • WMG Financial Advisors reported no remaining KLA position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 3,380 KLA shares in Q4 2025, an estimated $365K.
  • WMG Financial Advisors first reported a position in KLA in Q2 2024 and held it in 6 quarters.
  • WMG Financial Advisors's KLA position peaked at $365K in Q3 2025.
  • 1,908 funds tracked by Wall St. Rank held KLA as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.