Beta Wealth Group’s KLA KLAC Stock Holding History

Beta Wealth Group’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	–	Sell	-6,580	Closed	-$447K	–	110
2025 Q1	$447K	Hold	6,580	–	–	0.16%	74
2024 Q4	$415K	Buy	6,580 +1,640	+33%	+$111K	0.18%	85
2024 Q3	$383K	Sell	4,940 -400	-7%	-$31.4K	0.17%	83
2024 Q2	$440K	Hold	5,340	–	–	0.21%	77
2024 Q1	$373K	Sell	5,340 -410	-7%	-$26.3K	0.18%	83
2023 Q4	$334K	Hold	5,750	–	–	0.18%	83
2023 Q3	$264K	Hold	5,750	–	–	0.16%	89
2023 Q2	$279K	Sell	5,750 -710	-11%	-$29.7K	0.16%	86
2023 Q1	$258K	Buy	6,460 +20	+0.3%	+$788	0.15%	88
2022 Q4	$243K	Buy	+6,440	New	+$224K	0.16%	87
2022 Q3	–	Sell	-6,440	Closed	-$205K	–	96
2022 Q2	$205K	Hold	6,440	–	–	0.14%	85
2022 Q1	$236K	Hold	6,440	–	–	0.16%	86
2021 Q4	$215K	Hold	6,440	–	–	0.16%	57
2021 Q3	$215K	Sell	6,440 -30	-0.5%	-$1K	0.16%	57
2021 Q2	$210K	Hold	6,470	–	–	0.15%	63
2021 Q1	$214K	Buy	+6,470	New	+$195K	0.16%	54

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beta Wealth Group's KLAC Position: Q2 2025 in Review

Beta Wealth Group sold out of KLA (KLAC) in Q2 2025, closing a stake of 6,580 shares — an estimated $447K sold.

Beta Wealth Group first reported a position in KLAC in Q1 2021 and held it in 16 quarters. The position peaked at $447K in Q1 2025. 1,661 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

Beta Wealth Group reported no remaining KLA position as of Q2 2025 after selling out during the quarter.
Beta Wealth Group sold 6,580 KLA shares in Q2 2025, an estimated $447K.
Beta Wealth Group first reported a position in KLA in Q1 2021 and held it in 16 quarters.
Beta Wealth Group's KLA position peaked at $447K in Q1 2025.
1,661 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on Beta Wealth Group's 13F filing for Q2 2025, filed 11 Aug 2025.