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Moneta Group Investment Advisors’s KLA KLAC Stock Holding History

Moneta Group Investment 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 		$1.84M Buy
12,470
+420
+3% +$61.4K 0.01% 277
2025
Q4 		$1.46M Sell
12,050
-50
-0.4% -$5.87K 0.01% 305
2025
Q3 		$1.31M Buy
12,100
+1,590
+15% +$148K 0.01% 309
2025
Q2 		$941K Buy
10,510
+60
+0.6% +$4.51K 0.01% 320
2025
Q1 		$710K Buy
10,450
+40
+0.4% +$2.88K 0.01% 343
2024
Q4 		$656K Buy
10,410
+6,220
+148% +$420K 0.01% 345
2024
Q3 		$324K Buy
4,190
+250
+6% +$19.6K ﹤0.01% 498
2024
Q2 		$325K Buy
3,940
+500
+15% +$36.9K 0.01% 465
2024
Q1 		$240K Buy
+3,440
New +$221K ﹤0.01% 538
2018
Q1 		– Sell
-30
Closed – – 675
2017
Q4 		$0 Buy
+30
New +$316 ﹤0.01% 513

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Moneta Group Investment Advisors's KLAC Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its KLA (KLAC) stake by 3.5% in Q1 2026, buying an estimated $61.4K and bringing the position to 12,470 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #277.

Moneta Group Investment Advisors first reported a position in KLAC in Q4 2017 and has held it in 10 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Moneta Group Investment Advisors held 12,470 shares of KLA worth $1.84M as of Q1 2026.
  • Moneta Group Investment Advisors bought 420 KLA shares in Q1 2026, an estimated $61.4K.
  • KLA made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #277 holding.
  • Moneta Group Investment Advisors first reported a position in KLA in Q4 2017 and has held it in 10 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.