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Financial Advocates Investment Management’s KLA KLAC Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-5,510
Closed -$494K – 345
2025
Q2 		$494K Sell
5,510
-1,820
-25% -$137K 0.04% 362
2025
Q1 		$498K Buy
7,330
+400
+6% +$28.8K 0.03% 421
2024
Q4 		$437K Buy
6,930
+960
+16% +$64.9K 0.02% 494
2024
Q3 		$462K Buy
5,970
+210
+4% +$16.5K 0.03% 476
2024
Q2 		$474K Sell
5,760
-1,290
-18% -$95.3K 0.03% 448
2024
Q1 		$493K Hold
7,050
– – 0.03% 459
2023
Q4 		$410K Buy
7,050
+650
+10% +$33.8K 0.03% 472
2023
Q3 		$293K Buy
6,400
+30
+0.5% +$1.44K 0.02% 527
2023
Q2 		$309K Sell
6,370
-3,230
-34% -$135K 0.02% 516
2023
Q1 		$383K Buy
9,600
+4,130
+76% +$163K 0.03% 485
2022
Q4 		$206K Buy
+5,470
New +$191K 0.02% 683
2021
Q3 		– Sell
-8,950
Closed -$290K – 768
2021
Q2 		$290K Sell
8,950
-24,800
-73% -$795K 0.02% 621
2021
Q1 		$1.11M Buy
+33,750
New +$1.02M 0.08% 291

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Advocates Investment Management's KLAC Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of KLA (KLAC) in Q3 2025, closing a stake of 5,510 shares — an estimated $494K sold.

Financial Advocates Investment Management first reported a position in KLAC in Q1 2021 and held it in 13 quarters. The position peaked at $1.11M in Q1 2021. 1,734 funds tracked by Wall St. Rank hold KLAC as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining KLA position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,510 KLA shares in Q3 2025, an estimated $494K.
  • Financial Advocates Investment Management first reported a position in KLA in Q1 2021 and held it in 13 quarters.
  • Financial Advocates Investment Management's KLA position peaked at $1.11M in Q1 2021.
  • 1,734 funds tracked by Wall St. Rank held KLA as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.