Herold Advisors’s KLA KLAC Stock Holding History

Herold 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
2026 Q1	$1.28M	Sell	8,690 -1,440	-14%	-$211K	0.28%	90
2025 Q4	$1.23M	Sell	10,130 -280	-3%	-$32.8K	0.28%	93
2025 Q3	$1.12M	Buy	10,410 +3,030	+41%	+$283K	0.26%	99
2025 Q2	$661K	Sell	7,380 -3,060	-29%	-$230K	0.14%	160
2025 Q1	$710K	Sell	10,440 -4,860	-32%	-$350K	0.16%	147
2024 Q4	$964K	Sell	15,300 -1,390	-8%	-$93.9K	0.21%	124
2024 Q3	$1.29M	Sell	16,690 -480	-3%	-$37.7K	0.28%	103
2024 Q2	$1.42M	Buy	17,170 +490	+3%	+$36.2K	0.33%	83
2024 Q1	$1.17M	Buy	+16,680	New	+$1.07M	0.28%	103
2022 Q1	–	Sell	-47,700	Closed	-$2.05M	–	727
2021 Q4	$2.05M	Hold	47,700	–	–	0.8%	36
2021 Q3	$1.59M	Buy	+47,700	New	+$1.59M	0.62%	49

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

Herold Advisors's KLAC Position: Q1 2026 in Review

Herold Advisors reduced its KLA (KLAC) stake by 14% in Q1 2026, selling an estimated $211K and leaving 8,690 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #90.

Herold Advisors first reported a position in KLAC in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.05M in Q4 2021. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Herold Advisors held 8,690 shares of KLA worth $1.28M as of Q1 2026.
Herold Advisors sold 1,440 KLA shares in Q1 2026, an estimated $211K.
KLA made up 0.28% of Herold Advisors's portfolio in Q1 2026, its #90 holding.
Herold Advisors first reported a position in KLA in Q3 2021 and has held it in 11 quarters since.
Herold Advisors's KLA position peaked at $2.05M in Q4 2021.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.