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Concurrent Investment Advisors’s KLA KLAC Stock Holding History

Concurrent Investment 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
2025
Q1 		– Sell
-1,000
Closed -$63K – 1293
2024
Q4 		$63K Hold
1,000
– – ﹤0.01% 1061
2024
Q3 		$77.4K Hold
1,000
– – ﹤0.01% 1009
2024
Q2 		$82.5K Hold
1,000
– – ﹤0.01% 930
2024
Q1 		$69.9K Buy
+1,000
New +$64.2K ﹤0.01% 868

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

Concurrent Investment Advisors's KLAC Position: Q1 2026 in Review

Concurrent Investment Advisors increased its KLA (KLAC) stake by 32% in Q1 2026, buying an estimated $1.05M and bringing the position to 29,330 shares worth $4.32M. The position accounts for 0.05% of the portfolio, ranked #388.

Concurrent Investment Advisors first reported a position in KLAC in Q4 2023 and has held it in 10 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Concurrent Investment Advisors held 29,330 shares of KLA worth $4.32M as of Q1 2026.
  • Concurrent Investment Advisors bought 7,170 KLA shares in Q1 2026, an estimated $1.05M.
  • KLA made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #388 holding.
  • Concurrent Investment Advisors first reported a position in KLA in Q4 2023 and has held it in 10 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.