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Greenberg Financial Group’s KLA KLAC Stock Holding History

Greenberg Financial 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
2025
Q4 		$350K Buy
+2,880
New +$338K 0.14% 73
2025
Q2 		$872K Buy
28,900
+26,010
+900% +$1.96M 0.32% 52
2025
Q1 		$425K Buy
+2,890
New +$208K 0.18% 66

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenberg Financial Group's KLAC Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in KLA (KLAC) in Q4 2025: 2,880 shares worth $350K. The stake represents 0.14% of the portfolio and ranks #73 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in KLAC as recently as Q2 2025.

Greenberg Financial Group first reported a position in KLAC in Q1 2025 and has held it in 3 quarters since. The position peaked at $872K in Q2 2025. 1,909 funds tracked by Wall St. Rank hold KLAC as of Q4 2025.

  • Greenberg Financial Group held 2,880 shares of KLA worth $350K as of Q4 2025.
  • KLA was a new Greenberg Financial Group position in Q4 2025.
  • KLA made up 0.14% of Greenberg Financial Group's portfolio in Q4 2025, its #73 holding.
  • Greenberg Financial Group first reported a position in KLA in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's KLA position peaked at $872K in Q2 2025.
  • 1,909 funds tracked by Wall St. Rank held KLA as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.