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
$1.47M Sell
10,000
-6,000
-38% -$878K ﹤0.01% 729
2025
Q4
$1.94M Sell
16,000
-13,000
-45% -$1.52M ﹤0.01% 642
2025
Q3
$3.13M Buy
29,000
+5,000
+21% +$466K 0.01% 611
2025
Q2
$2.15M Buy
24,000
+6,000
+33% +$451K 0.01% 620
2025
Q1
$1.22M Sell
18,000
-280,000
-94% -$20.2M ﹤0.01% 829
2024
Q4
$18.8M Buy
298,000
+34,000
+13% +$2.3M 0.05% 227
2024
Q3
$20.4M Buy
264,000
+5,000
+2% +$392K 0.06% 178
2024
Q2
$21.4M Buy
259,000
+120,000
+86% +$8.86M 0.07% 180
2024
Q1
$9.71M Sell
139,000
-102,000
-42% -$6.55M 0.04% 282
2023
Q4
$14M Buy
241,000
+69,000
+40% +$3.59M 0.04% 275
2023
Q3
$7.89M Buy
172,000
+55,000
+47% +$2.64M 0.04% 327
2023
Q2
$5.67M Buy
117,000
+11,000
+10% +$460K 0.03% 356
2023
Q1
$4.23M Sell
106,000
-14,000
-12% -$552K 0.02% 396
2022
Q4
$4.52M Buy
120,000
+3,000
+3% +$105K 0.03% 421
2022
Q3
$3.54M Buy
117,000
+9,000
+8% +$312K 0.02% 515
2022
Q2
$3.45M Sell
108,000
-575,000
-84% -$19.3M 0.02% 532
2022
Q1
$25M Sell
683,000
-1,453,000
-68% -$54.3M 0.07% 213
2021
Q4
$91.9M Buy
2,136,000
+465,000
+28% +$17.9M 0.15% 115
2021
Q3
$55.9M Buy
1,671,000
+92,000
+6% +$3.07M 0.11% 163
2021
Q2
$51.2M Buy
1,579,000
+361,000
+30% +$11.6M 0.12% 159
2021
Q1
$40.2M Sell
1,218,000
-237,000
-16% -$7.14M 0.12% 166
2020
Q4
$37.7M Buy
1,455,000
+191,000
+15% +$4.45M 0.13% 123
2020
Q3
$24.5M Buy
1,264,000
+131,000
+12% +$2.59M 0.13% 144
2020
Q2
$22M Buy
1,133,000
+289,000
+34% +$4.94M 0.15% 126
2020
Q1
$12.1M Buy
844,000
+89,000
+12% +$1.43M 0.2% 106
2019
Q4
$13.5M Buy
755,000
+320,000
+74% +$5.37M 0.07% 278
2019
Q3
$6.94M Buy
435,000
+104,000
+31% +$1.45M 0.05% 358
2019
Q2
$3.91M Buy
331,000
+180,000
+119% +$2.08M 0.03% 528
2019
Q1
$1.8M Buy
151,000
+81,000
+116% +$871K 0.02% 644
2018
Q4
$626K Buy
+70,000
New +$652K 0.01% 763
2015
Q2
Sell
-250,000
Closed -$1.46M 314
2015
Q1
$1.46M Buy
+250,000
New +$1.6M 0.02% 217

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. 1,732 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.
  • 1,732 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.