Lido Advisors’s KLA KLAC Stock Holding History

Lido 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	$1.91M	Sell	13,000 -4,000	-24%	-$585K	0.01%	724
2025 Q4	$2.07M	Hold	17,000	–	–	0.01%	710
2025 Q3	$1.83M	Buy	17,000 +13,000	+325%	+$1.21M	0.01%	710
2025 Q2	$358K	Sell	4,000 -13,000	-76%	-$978K	﹤0.01%	1257
2025 Q1	$1.16M	Hold	17,000	–	–	0.01%	717
2024 Q4	$1.07M	Buy	+17,000	New	+$1.15M	﹤0.01%	738
2024 Q3	–	Sell	-23,000	Closed	-$1.9M	–	1517
2024 Q2	$1.9M	Hold	23,000	–	–	0.01%	465
2024 Q1	$1.61M	Buy	+23,000	New	+$1.48M	0.01%	493
2023 Q4	–	Sell	-27,000	Closed	-$1.24M	–	1387
2023 Q3	$1.24M	Hold	27,000	–	–	0.01%	481
2023 Q2	$1.31M	Hold	27,000	–	–	0.01%	467
2023 Q1	$1.08M	Hold	27,000	–	–	0.01%	462
2022 Q4	$1.02M	Sell	27,000 -2,000	-7%	-$69.7K	0.01%	410
2022 Q3	$877K	Hold	29,000	–	–	0.01%	404
2022 Q2	$925K	Buy	+29,000	New	+$975K	0.01%	369

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

Lido Advisors's KLAC Position: Q1 2026 in Review

Lido Advisors reduced its KLA (KLAC) stake by 7.9% in Q1 2026, selling an estimated $3.42M and leaving 274,230 shares worth $40.4M. The position accounts for 0.12% of the portfolio, ranked #109.

Lido Advisors first reported a position in KLAC in Q3 2019 and has held it in 22 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Lido Advisors held 274,230 shares of KLA worth $40.4M as of Q1 2026.
Lido Advisors sold 23,370 KLA shares in Q1 2026, an estimated $3.42M.
KLA made up 0.12% of Lido Advisors's portfolio in Q1 2026, its #109 holding.
Lido Advisors first reported a position in KLA in Q3 2019 and has held it in 22 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

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