Level Four Advisory Services’s KLA KLAC Stock Holding History

Level Four 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
2026 Q1	$11.8M	Sell	80,210 -2,400	-3%	-$351K	0.39%	53
2025 Q4	$10M	Sell	82,610 -250	-0.3%	-$29.3K	0.33%	63
2025 Q3	$8.94M	Buy	82,860 +520	+0.6%	+$48.5K	0.31%	70
2025 Q2	$7.38M	Buy	82,340 +180	+0.2%	+$13.5K	0.27%	91
2025 Q1	$5.59M	Sell	82,160 -2,170	-3%	-$156K	0.23%	132
2024 Q4	$5.31M	Buy	84,330 +1,960	+2%	+$132K	0.22%	127
2024 Q3	$5.49M	Buy	82,370 +2,940	+4%	+$231K	0.23%	125
2024 Q2	$6.55M	Buy	+79,430	New	+$5.87M	0.3%	84
2017 Q3	–	Sell	-110,610	Closed	-$1.06M	–	520
2017 Q2	$1.06M	Sell	110,610 -3,890	-3%	-$38.8K	0.16%	136
2017 Q1	$1.1M	Buy	114,500 +3,090	+3%	+$27.2K	0.11%	183
2016 Q4	$877K	Buy	+111,410	New	+$851K	0.11%	187

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

Level Four Advisory Services's KLAC Position: Q1 2026 in Review

Level Four Advisory Services reduced its KLA (KLAC) stake by 2.9% in Q1 2026, selling an estimated $351K and leaving 80,210 shares worth $11.8M. The position accounts for 0.39% of the portfolio, ranked #53.

Level Four Advisory Services first reported a position in KLAC in Q4 2016 and has held it in 11 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Level Four Advisory Services held 80,210 shares of KLA worth $11.8M as of Q1 2026.
Level Four Advisory Services sold 2,400 KLA shares in Q1 2026, an estimated $351K.
KLA made up 0.39% of Level Four Advisory Services's portfolio in Q1 2026, its #53 holding.
Level Four Advisory Services first reported a position in KLA in Q4 2016 and has held it in 11 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.