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Mount Yale Investment Advisors’s KLA KLAC Stock Holding History

Mount Yale 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
Q2 		$7.41M Sell
24,558
-2,572
-9% -$511K 0.14% 174
2026
Q1 		$4M Buy
27,130
+14,810
+120% +$2.17M 0.09% 221
2025
Q4 		$1.5M Sell
12,320
-4,240
-26% -$497K 0.07% 240
2025
Q3 		$1.79M Sell
16,560
-390
-2% -$36.4K 0.12% 176
2025
Q2 		$1.52M Buy
16,950
+310
+2% +$23.3K 0.12% 151
2025
Q1 		$1.13M Sell
16,640
-2,130
-11% -$153K 0.1% 177
2024
Q4 		$1.18M Sell
18,770
-130
-0.7% -$8.79K 0.1% 175
2024
Q3 		$1.46M Sell
18,900
-380
-2% -$29.8K 0.14% 153
2024
Q2 		$1.59M Sell
19,280
-3,520
-15% -$260K 0.13% 156
2024
Q1 		$1.59M Buy
22,800
+540
+2% +$34.7K 0.12% 159
2023
Q4 		$1.29M Sell
22,260
-620
-3% -$32.3K 0.12% 170
2023
Q3 		$1.05M Sell
22,880
-30
-0.1% -$1.44K 0.11% 181
2023
Q2 		$1.11M Buy
22,910
+11,590
+102% +$484K 0.12% 179
2023
Q1 		$452K Buy
+11,320
New +$446K 0.05% 312
2022
Q3 		– Sell
-8,190
Closed -$261K – 463
2022
Q2 		$261K Buy
8,190
+640
+8% +$21.5K 0.03% 385
2022
Q1 		$276K Buy
7,550
+60
+0.8% +$2.24K 0.03% 384
2021
Q4 		$322K Sell
7,490
-550
-7% -$21.2K 0.03% 357
2021
Q3 		$269K Sell
8,040
-30
-0.4% -$1K 0.03% 377
2021
Q2 		$262K Sell
8,070
-2,490
-24% -$79.8K 0.03% 353
2021
Q1 		$349K Sell
10,560
-1,250
-11% -$37.7K 0.05% 292
2020
Q4 		$306K Sell
11,810
-860
-7% -$20K 0.04% 295
2020
Q3 		$245K Sell
12,670
-890
-7% -$17.6K 0.03% 298
2020
Q2 		$264K Buy
+13,560
New +$232K 0.05% 273

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

Mount Yale Investment Advisors's KLAC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its KLA (KLAC) stake by 9.5% in Q2 2026, selling an estimated $511K and leaving 24,558 shares worth $7.41M. The position accounts for 0.14% of the portfolio, ranked #174.

Mount Yale Investment Advisors first reported a position in KLAC in Q2 2020 and has held it in 23 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Mount Yale Investment Advisors held 24,558 shares of KLA worth $7.41M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,572 KLA shares in Q2 2026, an estimated $511K.
  • KLA made up 0.14% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #174 holding.
  • Mount Yale Investment Advisors first reported a position in KLA in Q2 2020 and has held it in 23 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.