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Gladstone Institutional Advisory’s KLA KLAC Stock Holding History

Gladstone Institutional Advisory’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
2026
Q2 		$2.3M Buy
7,626
+3,406
+81% +$676K 0.07% 265
2026
Q1 		$621K Buy
4,220
+610
+17% +$89.2K 0.02% 487
2025
Q4 		$439K Sell
3,610
-510
-12% -$59.8K 0.02% 527
2025
Q3 		$444K Sell
4,120
-850
-17% -$79.3K 0.02% 547
2025
Q2 		$445K Buy
4,970
+260
+6% +$19.6K 0.02% 525
2025
Q1 		$320K Buy
4,710
+940
+25% +$67.7K 0.01% 575
2024
Q4 		$238K Buy
3,770
+70
+2% +$4.73K 0.01% 639
2024
Q3 		$287K Sell
3,700
-10,530
-74% -$826K 0.01% 584
2024
Q2 		$1.17M Sell
14,230
-550
-4% -$40.6K 0.06% 287
2024
Q1 		$1.03M Sell
14,780
-1,320
-8% -$84.8K 0.06% 289
2023
Q4 		$936K Buy
+16,100
New +$838K 0.05% 298
2023
Q3 		– Sell
-9,590
Closed -$465K – 650
2023
Q2 		$465K Sell
9,590
-37,350
-80% -$1.56M 0.03% 409
2023
Q1 		$1.87M Buy
46,940
+12,140
+35% +$478K 0.12% 200
2022
Q4 		$1.31M Sell
34,800
-44,960
-56% -$1.57M 0.09% 244
2022
Q3 		$2.41M Buy
79,760
+36,840
+86% +$1.28M 0.19% 138
2022
Q2 		$1.37M Buy
42,920
+11,560
+37% +$389K 0.11% 218
2022
Q1 		$1.15M Buy
+31,360
New +$1.17M 0.08% 269

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 $3.37T AUM 44.26% 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

Gladstone Institutional Advisory's KLAC Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its KLA (KLAC) stake by 81% in Q2 2026, buying an estimated $676K and bringing the position to 7,626 shares worth $2.3M. The position accounts for 0.07% of the portfolio, ranked #265.

Gladstone Institutional Advisory first reported a position in KLAC in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.41M in Q3 2022. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Gladstone Institutional Advisory held 7,626 shares of KLA worth $2.3M as of Q2 2026.
  • Gladstone Institutional Advisory bought 3,406 KLA shares in Q2 2026, an estimated $676K.
  • KLA made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #265 holding.
  • Gladstone Institutional Advisory first reported a position in KLA in Q1 2022 and has held it in 17 quarters since.
  • Gladstone Institutional Advisory's KLA position peaked at $2.41M in Q3 2022.
  • 2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.