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Optimum Investment Advisors’s KLA KLAC Stock Holding History

Optimum 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
2025
Q2 		– Sell
-120
Closed -$8.16K – 628
2025
Q1 		$8.16K Hold
120
– – ﹤0.01% 532
2024
Q4 		$7.56K Hold
120
– – ﹤0.01% 531
2024
Q3 		$9.29K Hold
120
– – ﹤0.01% 534
2024
Q2 		$9.89K Buy
+120
New +$8.87K ﹤0.01% 520
2021
Q1 		– Sell
-350
Closed -$9K – 933
2020
Q4 		$9K Hold
350
– – ﹤0.01% 739
2020
Q3 		$7K Buy
+350
New +$6.92K ﹤0.01% 729

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Optimum Investment Advisors's KLAC Position: Q2 2025 in Review

Optimum Investment Advisors sold out of KLA (KLAC) in Q2 2025, closing a stake of 120 shares — an estimated $8.16K sold.

Optimum Investment Advisors first reported a position in KLAC in Q3 2020 and held it in 6 quarters. The position peaked at $9.89K in Q2 2024. 1,662 funds tracked by Wall St. Rank hold KLAC as of Q2 2025.

  • Optimum Investment Advisors reported no remaining KLA position as of Q2 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 120 KLA shares in Q2 2025, an estimated $8.16K.
  • Optimum Investment Advisors first reported a position in KLA in Q3 2020 and held it in 6 quarters.
  • Optimum Investment Advisors's KLA position peaked at $9.89K in Q2 2024.
  • 1,662 funds tracked by Wall St. Rank held KLA as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.