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Avantax Advisory Services’s KLA KLAC Stock Holding History

Avantax 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
2025
Q2 		$6.44M Sell
71,900
-5,540
-7% -$417K 0.04% 370
2025
Q1 		$5.26M Buy
77,440
+16,930
+28% +$1.22M 0.03% 399
2024
Q4 		$3.81M Buy
60,510
+260
+0.4% +$17.6K 0.02% 484
2024
Q3 		$4.67M Buy
60,250
+3,020
+5% +$237K 0.03% 408
2024
Q2 		$4.72M Buy
57,230
+42,990
+302% +$3.18M 0.03% 390
2024
Q1 		$995K Buy
14,240
+310
+2% +$19.9K 0.01% 751
2023
Q4 		$810K Buy
13,930
+1,180
+9% +$61.4K 0.01% 796
2023
Q3 		$585K Buy
12,750
+1,680
+15% +$80.6K 0.01% 881
2023
Q2 		$537K Sell
11,070
-1,990
-15% -$83.1K 0.01% 917
2023
Q1 		$521K Buy
13,060
+2,480
+23% +$97.7K 0.01% 896
2022
Q4 		$399K Buy
10,580
+1,790
+20% +$62.4K 0.01% 967
2022
Q3 		$266K Sell
8,790
-1,720
-16% -$59.6K ﹤0.01% 1062
2022
Q2 		$335K Buy
10,510
+370
+4% +$12.4K 0.01% 958
2022
Q1 		$373K Buy
10,140
+4,930
+95% +$184K 0.01% 902
2021
Q4 		$225K Buy
+5,210
New +$201K ﹤0.01% 1117
2020
Q3 		– Sell
-64,520
Closed -$1.26M – 1387
2020
Q2 		$1.26M Buy
+64,520
New +$1.1M 0.04% 302

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's KLAC Position: Q2 2025 in Review

Avantax Advisory Services reduced its KLA (KLAC) stake by 7.2% in Q2 2025, selling an estimated $417K and leaving 71,900 shares worth $6.44M. The position accounts for 0.04% of the portfolio, ranked #370.

Avantax Advisory Services first reported a position in KLAC in Q2 2020 and has held it in 16 quarters since. 1,661 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

  • Avantax Advisory Services held 71,900 shares of KLA worth $6.44M as of Q2 2025.
  • Avantax Advisory Services sold 5,540 KLA shares in Q2 2025, an estimated $417K.
  • KLA made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #370 holding.
  • Avantax Advisory Services first reported a position in KLA in Q2 2020 and has held it in 16 quarters since.
  • 1,661 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.