GoalVest Advisory’s KLA KLAC Stock Holding History

GoalVest 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
2025 Q2	–	Sell	-20	Closed	-$1.36K	–	460
2025 Q1	$1.36K	Buy	+20	New	+$1.44K	﹤0.01%	322
2024 Q2	–	Sell	-620	Closed	-$43.3K	–	367
2024 Q1	$43.3K	Sell	620 -450	-42%	-$28.9K	0.01%	203
2023 Q4	$62.2K	Sell	1,070 -2,930	-73%	-$153K	0.03%	122
2023 Q3	$183K	Buy	4,000 +1,310	+49%	+$62.8K	0.09%	74
2023 Q2	$130K	Buy	+2,690	New	+$112K	0.07%	85

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

GoalVest Advisory's KLAC Position: Q2 2025 in Review

GoalVest Advisory sold out of KLA (KLAC) in Q2 2025, closing a stake of 20 shares — an estimated $1.36K sold.

GoalVest Advisory first reported a position in KLAC in Q2 2023 and held it in 5 quarters. The position peaked at $183K in Q3 2023. 1,661 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

GoalVest Advisory reported no remaining KLA position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 20 KLA shares in Q2 2025, an estimated $1.36K.
GoalVest Advisory first reported a position in KLA in Q2 2023 and held it in 5 quarters.
GoalVest Advisory's KLA position peaked at $183K in Q3 2023.
1,661 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.