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AssuredPartners Investment Advisors’s KLA KLAC Stock Holding History

AssuredPartners Investment 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
2026
Q1 		$430K Buy
2,790
+450
+19% +$65.8K 0.05% 278
2025
Q4 		$284K Sell
2,340
-160
-6% -$18.8K 0.04% 282
2025
Q3 		$270K Sell
2,500
-80
-3% -$7.46K 0.06% 220
2025
Q2 		$231K Sell
2,580
-560
-18% -$42.1K 0.06% 215
2025
Q1 		$213K Buy
+3,140
New +$226K 0.04% 305

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

AssuredPartners Investment Advisors's KLAC Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its KLA (KLAC) stake by 19% in Q1 2026, buying an estimated $65.8K and bringing the position to 2,790 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #278.

AssuredPartners Investment Advisors first reported a position in KLAC in Q1 2025 and has held it in 5 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • AssuredPartners Investment Advisors held 2,790 shares of KLA worth $430K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 450 KLA shares in Q1 2026, an estimated $65.8K.
  • KLA made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #278 holding.
  • AssuredPartners Investment Advisors first reported a position in KLA in Q1 2025 and has held it in 5 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.