Northeast Financial Consultants’s KLA KLAC Stock Holding History

Northeast Financial Consultants’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
2025 Q2	$259K	Buy	+2,890	New	+$217K	0.01%	265
2024 Q1	–	Sell	-6,850	Closed	-$398K	–	298
2023 Q4	$398K	Buy	6,850 +20	+0.3%	+$1.04K	0.02%	209
2023 Q3	$313K	Buy	6,830 +10	+0.1%	+$480	0.02%	221
2023 Q2	$331K	Buy	6,820 +20	+0.3%	+$836	0.02%	219
2023 Q1	$271K	Sell	6,800 -2,800	-29%	-$110K	0.02%	258
2022 Q4	$362K	Buy	9,600 +20	+0.2%	+$697	0.02%	224
2022 Q3	$290K	Buy	9,580 +70	+0.7%	+$2.42K	0.02%	265
2022 Q2	$303K	Sell	9,510 -320	-3%	-$10.8K	0.02%	256
2022 Q1	$360K	Buy	+9,830	New	+$368K	0.02%	276

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northeast Financial Consultants's KLAC Position: Q2 2025 in Review

Northeast Financial Consultants opened a new position in KLA (KLAC) in Q2 2025: 2,890 shares worth $259K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Northeast Financial Consultants previously reported a position in KLAC as recently as Q4 2023.

Northeast Financial Consultants first reported a position in KLAC in Q1 2022 and has held it in 9 quarters since. The position peaked at $398K in Q4 2023. 1,661 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

Northeast Financial Consultants held 2,890 shares of KLA worth $259K as of Q2 2025.
KLA was a new Northeast Financial Consultants position in Q2 2025.
KLA made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #265 holding.
Northeast Financial Consultants first reported a position in KLA in Q1 2022 and has held it in 9 quarters since.
Northeast Financial Consultants's KLA position peaked at $398K in Q4 2023.
1,661 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.