FRG Family Wealth Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.01M | Sell |
34,000
-50
| -0.1% | -$7.32K | 0.82% | 27 |
|
|
2025
Q4 | $4.14M | Hold |
34,050
| – | – | 0.64% | 38 |
|
|
2025
Q3 | $3.67M | Hold |
34,050
| – | – | 0.59% | 42 |
|
|
2025
Q2 | $3.05M | Hold |
34,050
| – | – | 0.53% | 44 |
|
|
2025
Q1 | $2.31M | Hold |
34,050
| – | – | 0.45% | 44 |
|
|
2024
Q4 | $2.15M | Hold |
34,050
| – | – | 0.39% | 47 |
|
|
2024
Q3 | $2.64M | Hold |
34,050
| – | – | 0.47% | 43 |
|
|
2024
Q2 | $2.44M | Hold |
34,050
| – | – | 0.47% | 44 |
|
|
2024
Q1 | $2.35M | Hold |
34,050
| – | – | 0.46% | 43 |
|
|
2023
Q4 | $1.98M | Hold |
34,050
| – | – | 0.4% | 45 |
|
|
2023
Q3 | $1.56M | Hold |
34,050
| – | – | 0.35% | 54 |
|
|
2023
Q2 | $1.65M | Hold |
34,050
| – | – | 0.36% | 50 |
|
|
2023
Q1 | $1.36M | Hold |
34,050
| – | – | 0.31% | 61 |
|
|
2022
Q4 | $1.28M | Hold |
34,050
| – | – | 0.31% | 60 |
|
|
2022
Q3 | $1.03M | Buy |
34,050
+50
| +0.1% | +$1.73K | 0.25% | 66 |
|
|
2022
Q2 | $1.08M | Hold |
34,000
| – | – | 0.25% | 67 |
|
|
2022
Q1 | $1.25M | Hold |
34,000
| – | – | 0.24% | 65 |
|
|
2021
Q4 | $1.46M | Hold |
34,000
| – | – | 0.27% | 59 |
|
|
2021
Q3 | $1.14M | Hold |
34,000
| – | – | 0.22% | 64 |
|
|
2021
Q2 | $1.1M | Hold |
34,000
| – | – | 0.21% | 72 |
|
|
2021
Q1 | $1.12M | Hold |
34,000
| – | – | 0.23% | 66 |
|
|
2020
Q4 | $880K | Hold |
34,000
| – | – | 0.19% | 76 |
|
|
2020
Q3 | $659K | Hold |
34,000
| – | – | 0.16% | 86 |
|
|
2020
Q2 | $661K | Hold |
34,000
| – | – | 0.17% | 84 |
|
|
2020
Q1 | $489K | Hold |
34,000
| – | – | 0.15% | 86 |
|
|
2019
Q4 | $606K | Hold |
34,000
| – | – | 0.15% | 86 |
|
|
2019
Q3 | $542K | Hold |
34,000
| – | – | 0.14% | 88 |
|
|
2019
Q2 | $402K | Hold |
34,000
| – | – | 0.11% | 97 |
|
|
2019
Q1 | $406K | Hold |
34,000
| – | – | 0.12% | 97 |
|
|
2018
Q4 | $304K | Hold |
34,000
| – | – | 0.1% | 106 |
|
|
2018
Q3 | $346K | Hold |
34,000
| – | – | 0.09% | 116 |
|
|
2018
Q2 | $349K | Hold |
34,000
| – | – | 0.1% | 119 |
|
|
2018
Q1 | $371K | Hold |
34,000
| – | – | 0.12% | 119 |
|
|
2017
Q4 | $357K | Hold |
34,000
| – | – | 0.12% | 121 |
|
|
2017
Q3 | $360K | Hold |
34,000
| – | – | 0.12% | 118 |
|
|
2017
Q2 | $311K | Hold |
34,000
| – | – | 0.11% | 120 |
|
|
2017
Q1 | $325K | Hold |
34,000
| – | – | 0.13% | 113 |
|
|
2016
Q4 | $268K | Buy |
+34,000
| New | +$260K | 0.11% | 115 |
|
|
2016
Q1 | – | Sell |
-34,000
| Closed | -$236K | – | 123 |
|
|
2015
Q4 | $236K | Buy |
+34,000
| New | +$218K | 0.11% | 117 |
|
Other funds holding KLAC
FRG Family Wealth Advisors's KLAC Position: Q1 2026 in Review
FRG Family Wealth Advisors reduced its KLA (KLAC) stake by 0.15% in Q1 2026, selling an estimated $7.32K and leaving 34,000 shares worth $5.01M. The position accounts for 0.82% of the portfolio, ranked #27.
FRG Family Wealth Advisors first reported a position in KLAC in Q4 2015 and has held it in 39 quarters since. 2,072 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.
- FRG Family Wealth Advisors held 34,000 shares of KLA worth $5.01M as of Q1 2026.
- FRG Family Wealth Advisors sold 50 KLA shares in Q1 2026, an estimated $7.32K.
- KLA made up 0.82% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #27 holding.
- FRG Family Wealth Advisors first reported a position in KLA in Q4 2015 and has held it in 39 quarters since.
- 2,072 funds tracked by Wall St. Rank held KLA as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.