Capstone Investment Advisors’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.68M Buy
25,000
+9,000
+56% +$1.32M 0.01% 486
2025
Q4
$1.94M Hold
16,000
﹤0.01% 641
2025
Q3
$1.73M Buy
16,000
+8,000
+100% +$746K ﹤0.01% 819
2025
Q2
$717K Sell
8,000
-10,000
-56% -$752K ﹤0.01% 977
2025
Q1
$1.22M Sell
18,000
-66,000
-79% -$4.75M ﹤0.01% 828
2024
Q4
$5.29M Buy
84,000
+11,000
+15% +$743K 0.01% 525
2024
Q3
$5.65M Buy
73,000
+7,000
+11% +$549K 0.02% 424
2024
Q2
$5.44M Buy
66,000
+27,000
+69% +$1.99M 0.02% 434
2024
Q1
$2.72M Sell
39,000
-46,000
-54% -$2.95M 0.01% 654
2023
Q4
$4.94M Buy
85,000
+34,000
+67% +$1.77M 0.01% 532
2023
Q3
$2.34M Sell
51,000
-8,000
-14% -$384K 0.01% 674
2023
Q2
$2.86M Buy
59,000
+4,000
+7% +$167K 0.01% 538
2023
Q1
$2.2M Buy
55,000
+25,000
+83% +$985K 0.01% 569
2022
Q4
$1.13M Buy
30,000
+5,000
+20% +$174K 0.01% 886
2022
Q3
$757K Sell
25,000
-8,000
-24% -$277K ﹤0.01% 1132
2022
Q2
$1.05M Sell
33,000
-144,000
-81% -$4.84M 0.01% 987
2022
Q1
$6.48M Sell
177,000
-60,000
-25% -$2.24M 0.02% 614
2021
Q4
$10.2M Buy
237,000
+33,000
+16% +$1.27M 0.02% 592
2021
Q3
$6.82M Buy
204,000
+16,000
+9% +$534K 0.01% 750
2021
Q2
$6.09M Sell
188,000
-24,000
-11% -$769K 0.01% 672
2021
Q1
$7M Sell
212,000
-163,000
-43% -$4.91M 0.02% 557
2020
Q4
$9.71M Sell
375,000
-2,000
-0.5% -$46.6K 0.03% 412
2020
Q3
$7.3M Buy
377,000
+82,000
+28% +$1.62M 0.04% 400
2020
Q2
$5.74M Buy
295,000
+42,000
+17% +$718K 0.04% 391
2020
Q1
$3.64M Buy
253,000
+14,000
+6% +$225K 0.06% 356
2019
Q4
$4.26M Buy
239,000
+27,000
+13% +$453K 0.02% 618
2019
Q3
$3.38M Buy
212,000
+78,000
+58% +$1.09M 0.02% 572
2019
Q2
$1.58M Buy
134,000
+60,000
+81% +$694K 0.01% 806
2019
Q1
$884K Buy
74,000
+48,000
+185% +$516K 0.01% 852
2018
Q4
$233K Buy
+26,000
New +$242K ﹤0.01% 1002
2015
Q2
Sell
-191,000
Closed -$1.11M 312
2015
Q1
$1.11M Buy
+191,000
New +$1.22M 0.02% 231

Other funds holding KLAC

Capstone Investment Advisors's KLAC Position: Q3 2025 in Review

Capstone Investment Advisors sold out of KLA (KLAC) in Q3 2025, closing a stake of 4,510 shares — an estimated $421K sold.

Capstone Investment Advisors first reported a position in KLAC in Q1 2015 and held it in 17 quarters. The position peaked at $4.8M in Q4 2024. 1,733 funds tracked by Wall St. Rank hold KLAC as of Q3 2025.

  • Capstone Investment Advisors reported no remaining KLA position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,510 KLA shares in Q3 2025, an estimated $421K.
  • Capstone Investment Advisors first reported a position in KLA in Q1 2015 and held it in 17 quarters.
  • Capstone Investment Advisors's KLA position peaked at $4.8M in Q4 2024.
  • 1,733 funds tracked by Wall St. Rank held KLA as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.