LAS
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Legacy Advisory Services’s KLA KLAC Stock Holding History

Legacy Advisory Services’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
Q1 		– Sell
-9,260
Closed -$583K – 55
2024
Q4 		$583K Hold
9,260
– – 0.5% 30
2024
Q3 		$717K Hold
9,260
– – 0.62% 22
2024
Q2 		$763K Hold
9,260
– – 0.7% 23
2024
Q1 		$647K Sell
9,260
-160
-2% -$10.3K 0.61% 22
2023
Q4 		$548K Buy
+9,420
New +$490K 0.58% 24

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Advisory Services's KLAC Position: Q1 2025 in Review

Legacy Advisory Services sold out of KLA (KLAC) in Q1 2025, closing a stake of 9,260 shares — an estimated $583K sold.

Legacy Advisory Services first reported a position in KLAC in Q4 2023 and held it in 5 quarters. The position peaked at $763K in Q2 2024. 1,562 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

  • Legacy Advisory Services reported no remaining KLA position as of Q1 2025 after selling out during the quarter.
  • Legacy Advisory Services sold 9,260 KLA shares in Q1 2025, an estimated $583K.
  • Legacy Advisory Services first reported a position in KLA in Q4 2023 and held it in 5 quarters.
  • Legacy Advisory Services's KLA position peaked at $763K in Q2 2024.
  • 1,562 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on Legacy Advisory Services's 13F filing for Q1 2025, filed 19 May 2025.