Fortis Group Advisors’s KLA KLAC Stock Holding History

Fortis Group 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 Q3	–	Sell	-13,670	Closed	-$1.2M	–	552
2025 Q2	$1.2M	Buy	+13,670	New	+$1.03M	0.22%	105

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fortis Group Advisors's KLAC Position: Q3 2025 in Review

Fortis Group Advisors sold out of KLA (KLAC) in Q3 2025, closing a stake of 13,670 shares — an estimated $1.2M sold.

Fortis Group Advisors first reported a position in KLAC in Q2 2025 and held it in 1 quarter. The position peaked at $1.2M in Q2 2025. 1,735 funds tracked by Wall St. Rank hold KLAC as of Q3 2025.

Fortis Group Advisors reported no remaining KLA position as of Q3 2025 after selling out during the quarter.
Fortis Group Advisors sold 13,670 KLA shares in Q3 2025, an estimated $1.2M.
Fortis Group Advisors first reported a position in KLA in Q2 2025 and held it in 1 quarter.
Fortis Group Advisors's KLA position peaked at $1.2M in Q2 2025.
1,735 funds tracked by Wall St. Rank held KLA as of Q3 2025.

Based on Fortis Group Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.