Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,670
Closed -$567K 244
2025
Q4
$567K Sell
4,670
-450
-9% -$52.8K 0.11% 148
2025
Q3
$552K Buy
+5,120
New +$478K 0.1% 140
2025
Q1
Sell
-24,800
Closed -$1.56M 232
2024
Q4
$1.56M Buy
+24,800
New +$1.68M 0.34% 75

Other funds holding KLAC

Milestone Asset Management's KLAC Position: Q1 2026 in Review

Milestone Asset Management sold out of KLA (KLAC) in Q1 2026, closing a stake of 4,670 shares — an estimated $567K sold.

Milestone Asset Management first reported a position in KLAC in Q4 2024 and held it in 3 quarters. The position peaked at $1.56M in Q4 2024. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Milestone Asset Management reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
  • Milestone Asset Management sold 4,670 KLA shares in Q1 2026, an estimated $567K.
  • Milestone Asset Management first reported a position in KLA in Q4 2024 and held it in 3 quarters.
  • Milestone Asset Management's KLA position peaked at $1.56M in Q4 2024.
  • 2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Milestone Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.