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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Gladstone Institutional Advisory's KLAC Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its KLA (KLAC) stake by 17% in Q1 2026, buying an estimated $89.2K and bringing the position to 4,220 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #487.

Gladstone Institutional Advisory first reported a position in KLAC in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.41M in Q3 2022. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Gladstone Institutional Advisory held 4,220 shares of KLA worth $621K as of Q1 2026.
Gladstone Institutional Advisory bought 610 KLA shares in Q1 2026, an estimated $89.2K.
KLA made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #487 holding.
Gladstone Institutional Advisory first reported a position in KLA in Q1 2022 and has held it in 16 quarters since.
Gladstone Institutional Advisory's KLA position peaked at $2.41M in Q3 2022.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.