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 Q2	$2.37M	Sell	7,860 -830	-10%	-$165K	0.47%	59
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Herold Advisors's KLAC Position: Q2 2026 in Review

Herold Advisors reduced its KLA (KLAC) stake by 9.6% in Q2 2026, selling an estimated $165K and leaving 7,860 shares worth $2.37M. The position accounts for 0.47% of the portfolio, ranked #59.

Herold Advisors first reported a position in KLAC in Q3 2021 and has held it in 12 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Herold Advisors held 7,860 shares of KLA worth $2.37M as of Q2 2026.
Herold Advisors sold 830 KLA shares in Q2 2026, an estimated $165K.
KLA made up 0.47% of Herold Advisors's portfolio in Q2 2026, its #59 holding.
Herold Advisors first reported a position in KLA in Q3 2021 and has held it in 12 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.