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Great Valley Advisor Group’s KLA KLAC Stock Holding History

Great Valley Advisor Group’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 		$2.73M Buy
18,530
+1,710
+10% +$250K 0.05% 316
2025
Q4 		$2.04M Sell
16,820
-1,940
-10% -$228K 0.04% 336
2025
Q3 		$2.02M Sell
18,760
-250
-1% -$23.3K 0.04% 335
2025
Q2 		$1.7M Sell
19,010
-600
-3% -$45.1K 0.04% 346
2025
Q1 		$1.33M Sell
19,610
-570
-3% -$41.1K 0.03% 386
2024
Q4 		$1.27M Buy
20,180
+70
+0.3% +$4.73K 0.03% 392
2024
Q3 		$1.56M Sell
20,110
-50
-0.2% -$3.92K 0.04% 345
2024
Q2 		$1.66M Sell
20,160
-520
-3% -$38.4K 0.05% 301
2024
Q1 		$1.44M Sell
20,680
-54,020
-72% -$3.47M 0.04% 316
2023
Q4 		$4.34M Sell
74,700
-20,940
-22% -$1.09M 0.15% 155
2023
Q3 		$4.39M Buy
95,640
+32,140
+51% +$1.54M 0.18% 137
2023
Q2 		$3.08M Buy
63,500
+13,310
+27% +$556K 0.13% 168
2023
Q1 		$2M Buy
50,190
+3,350
+7% +$132K 0.09% 210
2022
Q4 		$1.77M Buy
46,840
+1,000
+2% +$34.9K 0.09% 231
2022
Q3 		$1.39M Buy
45,840
+20,360
+80% +$705K 0.08% 252
2022
Q2 		$813K Buy
25,480
+20,420
+404% +$687K 0.04% 337
2022
Q1 		$214K Buy
+5,060
New +$189K 0.01% 554
2021
Q1 		– Sell
-7,690
Closed -$200K – 522
2020
Q4 		$200K Buy
+7,690
New +$179K 0.02% 449
2020
Q3 		– Sell
-11,800
Closed -$230K – 447
2020
Q2 		$230K Buy
+11,800
New +$202K 0.04% 362

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Great Valley Advisor Group's KLAC Position: Q1 2026 in Review

Great Valley Advisor Group increased its KLA (KLAC) stake by 10% in Q1 2026, buying an estimated $250K and bringing the position to 18,530 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #316.

Great Valley Advisor Group first reported a position in KLAC in Q2 2020 and has held it in 19 quarters since. The position peaked at $4.39M in Q3 2023. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Great Valley Advisor Group held 18,530 shares of KLA worth $2.73M as of Q1 2026.
  • Great Valley Advisor Group bought 1,710 KLA shares in Q1 2026, an estimated $250K.
  • KLA made up 0.05% of Great Valley Advisor Group's portfolio in Q1 2026, its #316 holding.
  • Great Valley Advisor Group first reported a position in KLA in Q2 2020 and has held it in 19 quarters since.
  • Great Valley Advisor Group's KLA position peaked at $4.39M in Q3 2023.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.