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Monte Financial Group’s KLA KLAC Stock Holding History

Monte Financial Group’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
Q2 		$1.18M Sell
6,455
-5,065
-44% -$1.01M 0.38% 65
2026
Q1 		$1.7M Sell
11,520
-2,990
-21% -$437K 0.6% 50
2025
Q4 		$1.76M Sell
14,510
-4,980
-26% -$584K 0.66% 48
2025
Q3 		$2.1M Sell
19,490
-30
-0.2% -$2.8K 0.77% 40
2025
Q2 		$1.75M Buy
19,520
+20
+0.1% +$1.5K 0.68% 44
2025
Q1 		$1.24M Buy
19,500
+530
+3% +$38.2K 0.54% 51
2024
Q4 		$1.2M Buy
18,970
+2,110
+13% +$143K 0.51% 53
2024
Q3 		$1.31M Buy
16,860
+250
+2% +$19.6K 0.54% 49
2024
Q2 		$1.37M Sell
16,610
-290
-2% -$21.4K 0.6% 45
2024
Q1 		$1.18M Sell
16,900
-1,180
-7% -$75.8K 0.52% 52
2023
Q4 		$1.05M Sell
18,080
-790
-4% -$41.1K 0.49% 53
2023
Q3 		$866K Sell
18,870
-80
-0.4% -$3.84K 0.44% 55
2023
Q2 		$919K Buy
18,950
+2,210
+13% +$92.3K 0.45% 54
2023
Q1 		$668K Buy
+16,740
New +$660K 0.35% 59

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Monte Financial Group's KLAC Position: Q2 2026 in Review

Monte Financial Group reduced its KLA (KLAC) stake by 44% in Q2 2026, selling an estimated $1.01M and leaving 6,455 shares worth $1.18M. The position accounts for 0.38% of the portfolio, ranked #65.

Monte Financial Group first reported a position in KLAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.1M in Q3 2025. 2,477 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Monte Financial Group held 6,455 shares of KLA worth $1.18M as of Q2 2026.
  • Monte Financial Group sold 5,065 KLA shares in Q2 2026, an estimated $1.01M.
  • KLA made up 0.38% of Monte Financial Group's portfolio in Q2 2026, its #65 holding.
  • Monte Financial Group first reported a position in KLA in Q1 2023 and has held it in 14 quarters since.
  • Monte Financial Group's KLA position peaked at $2.1M in Q3 2025.
  • 2,477 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.