Pinion Investment Advisors’s KLA KLAC Stock Holding History

Pinion 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 Q1	$471K	Buy	3,200 +310	+11%	+$45.4K	0.11%	115
2025 Q4	$351K	Buy	2,890 +100	+4%	+$11.7K	0.09%	126
2025 Q3	$330K	Sell	2,790 -40	-1%	-$3.73K	0.09%	127
2025 Q2	$253K	Sell	2,830 -730	-21%	-$54.9K	0.09%	145
2025 Q1	$242K	Buy	3,560 +40	+1%	+$2.88K	0.05%	141
2024 Q4	$222K	Hold	3,520	–	–	0.09%	146
2024 Q3	$273K	Buy	3,520 +20	+0.6%	+$1.57K	0.11%	134
2024 Q2	$289K	Sell	3,500 -600	-15%	-$44.3K	0.14%	121
2024 Q1	$286K	Buy	+4,100	New	+$263K	0.15%	123
2023 Q4	–	Sell	-4,490	Closed	-$206K	–	162
2023 Q3	$206K	Buy	+4,490	New	+$215K	0.13%	153

Other funds holding KLAC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Pinion Investment Advisors's KLAC Position: Q1 2026 in Review

Pinion Investment Advisors increased its KLA (KLAC) stake by 11% in Q1 2026, buying an estimated $45.4K and bringing the position to 3,200 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #115.

Pinion Investment Advisors first reported a position in KLAC in Q3 2023 and has held it in 10 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Pinion Investment Advisors held 3,200 shares of KLA worth $471K as of Q1 2026.
Pinion Investment Advisors bought 310 KLA shares in Q1 2026, an estimated $45.4K.
KLA made up 0.11% of Pinion Investment Advisors's portfolio in Q1 2026, its #115 holding.
Pinion Investment Advisors first reported a position in KLA in Q3 2023 and has held it in 10 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.