Glass Jacobson Investment Advisors’s KLA KLAC Stock Holding History

Glass Jacobson Investment 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 Q2	–	Sell	-40	Closed	-$2.52K	–	700
2025 Q1	$2.52K	Hold	40	–	–	﹤0.01%	733
2024 Q4	$2.52K	Buy	+40	New	+$2.7K	﹤0.01%	733
2024 Q1	–	Sell	-3,750	Closed	-$218K	–	766
2023 Q4	$218K	Buy	3,750 +310	+9%	+$16.1K	0.09%	194
2023 Q3	$158K	Buy	3,440 +300	+10%	+$14.4K	0.07%	223
2023 Q2	$152K	Buy	+3,140	New	+$131K	0.07%	218
2022 Q4	$156K	Buy	+4,130	New	+$144K	0.08%	217

Other funds holding KLAC

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Glass Jacobson Investment Advisors's KLAC Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of KLA (KLAC) in Q2 2025, closing a stake of 40 shares — an estimated $2.52K sold.

Glass Jacobson Investment Advisors first reported a position in KLAC in Q4 2022 and held it in 6 quarters. The position peaked at $218K in Q4 2023. 1,661 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining KLA position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 40 KLA shares in Q2 2025, an estimated $2.52K.
Glass Jacobson Investment Advisors first reported a position in KLA in Q4 2022 and held it in 6 quarters.
Glass Jacobson Investment Advisors's KLA position peaked at $218K in Q4 2023.
1,661 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.