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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Concurrent Investment Advisors's KLAC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its KLA (KLAC) stake by 4.8% in Q2 2026, buying an estimated $277K and bringing the position to 30,725 shares worth $9.27M. The position accounts for 0.08% of the portfolio, ranked #279.

Concurrent Investment Advisors first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Concurrent Investment Advisors held 30,725 shares of KLA worth $9.27M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,395 KLA shares in Q2 2026, an estimated $277K.
  • KLA made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #279 holding.
  • Concurrent Investment Advisors first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.