BPA
KLAC icon

Beacon Pointe Advisors’s KLA KLAC Stock Holding History

Beacon Pointe 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 		$8.45M Buy
57,370
+20,220
+54% +$2.96M 0.04% 356
2025
Q4 		$4.51M Buy
37,150
+60
+0.2% +$7.04K 0.03% 414
2025
Q3 		$4M Buy
37,090
+33,560
+951% +$3.13M 0.03% 404
2025
Q2 		$316K Sell
3,530
-820
-19% -$61.7K ﹤0.01% 1027
2025
Q1 		$296K Buy
4,350
+510
+13% +$36.7K ﹤0.01% 1030
2024
Q4 		$242K Sell
3,840
-5,530
-59% -$374K ﹤0.01% 1088
2024
Q3 		$726K Sell
9,370
-730
-7% -$57.3K 0.01% 729
2024
Q2 		$833K Hold
10,100
– – 0.01% 698
2024
Q1 		$706K Sell
10,100
-210
-2% -$13.5K 0.01% 788
2023
Q4 		$599K Sell
10,310
-650
-6% -$33.8K 0.01% 839
2023
Q3 		$503K Sell
10,960
-210
-2% -$10.1K 0.01% 874
2023
Q2 		$542K Sell
11,170
-1,170
-9% -$48.9K 0.01% 693
2023
Q1 		$493K Buy
12,340
+710
+6% +$28K 0.01% 761
2022
Q4 		$439K Buy
11,630
+1,360
+13% +$47.4K 0.01% 738
2022
Q3 		$311K Buy
10,270
+430
+4% +$14.9K 0.01% 782
2022
Q2 		$314K Sell
9,840
-5,920
-38% -$199K 0.01% 801
2022
Q1 		$577K Buy
15,760
+10,490
+199% +$392K 0.01% 767
2021
Q4 		$227K Sell
5,270
-3,110
-37% -$120K 0.01% 834
2021
Q3 		$280K Buy
8,380
+30
+0.4% +$1K 0.01% 731
2021
Q2 		$271K Buy
+8,350
New +$268K 0.01% 693

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

Beacon Pointe Advisors's KLAC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its KLA (KLAC) stake by 54% in Q1 2026, buying an estimated $2.96M and bringing the position to 57,370 shares worth $8.45M. The position accounts for 0.04% of the portfolio, ranked #356.

Beacon Pointe Advisors first reported a position in KLAC in Q2 2021 and has held it in 20 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Beacon Pointe Advisors held 57,370 shares of KLA worth $8.45M as of Q1 2026.
  • Beacon Pointe Advisors bought 20,220 KLA shares in Q1 2026, an estimated $2.96M.
  • KLA made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #356 holding.
  • Beacon Pointe Advisors first reported a position in KLA in Q2 2021 and has held it in 20 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.