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Breakthru Advisory Services’s KLA KLAC Stock Holding History

Breakthru 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
2026
Q1 		$399K Sell
2,710
-50
-2% -$7.32K 0.64% 32
2025
Q4 		$335K Buy
2,760
+40
+1% +$4.69K 0.21% 45
2025
Q3 		$293K Buy
+2,720
New +$254K 0.19% 45

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

Breakthru Advisory Services's KLAC Position: Q1 2026 in Review

Breakthru Advisory Services reduced its KLA (KLAC) stake by 1.8% in Q1 2026, selling an estimated $7.32K and leaving 2,710 shares worth $399K. The position accounts for 0.64% of the portfolio, ranked #32.

Breakthru Advisory Services first reported a position in KLAC in Q3 2025 and has held it in 3 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Breakthru Advisory Services held 2,710 shares of KLA worth $399K as of Q1 2026.
  • Breakthru Advisory Services sold 50 KLA shares in Q1 2026, an estimated $7.32K.
  • KLA made up 0.64% of Breakthru Advisory Services's portfolio in Q1 2026, its #32 holding.
  • Breakthru Advisory Services first reported a position in KLA in Q3 2025 and has held it in 3 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.