Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$320K Sell
2,170
-300
-12% -$43.9K 0.19% 91
2025
Q4
$300K Buy
+2,470
New +$290K 0.19% 92
2024
Q4
Sell
-150
Closed -$11.6K 155
2024
Q3
$11.6K Buy
+150
New +$11.8K 0.01% 134

Other funds holding KLAC

Copley Financial Group's KLAC Position: Q1 2026 in Review

Copley Financial Group reduced its KLA (KLAC) stake by 12% in Q1 2026, selling an estimated $43.9K and leaving 2,170 shares worth $320K. The position accounts for 0.19% of the portfolio, ranked #91.

Copley Financial Group first reported a position in KLAC in Q3 2024 and has held it in 3 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Copley Financial Group held 2,170 shares of KLA worth $320K as of Q1 2026.
  • Copley Financial Group sold 300 KLA shares in Q1 2026, an estimated $43.9K.
  • KLA made up 0.19% of Copley Financial Group's portfolio in Q1 2026, its #91 holding.
  • Copley Financial Group first reported a position in KLA in Q3 2024 and has held it in 3 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.