IAGL
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Innovative Advisory Group, LLC’s KLA KLAC Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-100
Closed -$12.2K – 132
2025
Q4 		$12.2K Hold
100
– – 0.01% 125
2025
Q3 		$10.8K Hold
100
– – 0.01% 137
2025
Q2 		$8.96K Hold
100
– – 0.01% 136
2025
Q1 		$6.8K Hold
100
– – 0.01% 118
2024
Q4 		$6.3K Buy
+100
New +$6.76K 0.01% 120

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Innovative Advisory Group, LLC's KLAC Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of KLA (KLAC) in Q1 2026, closing a stake of 100 shares — an estimated $12.2K sold.

Innovative Advisory Group, LLC first reported a position in KLAC in Q4 2024 and held it in 5 quarters. The position peaked at $12.2K in Q4 2025. 2,081 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 100 KLA shares in Q1 2026, an estimated $12.2K.
  • Innovative Advisory Group, LLC first reported a position in KLA in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's KLA position peaked at $12.2K in Q4 2025.
  • 2,081 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.