Private Advisory Group’s KLA KLAC Stock Holding History

Private Advisory Group’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	$673K	Sell	2,231 -99	-4%	-$19.7K	0.04%	203
2026 Q1	$343K	Buy	+2,330	New	+$341K	0.02%	232
2020 Q1	–	Sell	-25,070	Closed	-$447K	–	114
2019 Q4	$447K	Buy	25,070 +6,000	+31%	+$101K	0.18%	72
2019 Q3	$304K	Buy	+19,070	New	+$267K	0.13%	98

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Private Advisory Group's KLAC Position: Q2 2026 in Review

Private Advisory Group reduced its KLA (KLAC) stake by 4.2% in Q2 2026, selling an estimated $19.7K and leaving 2,231 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #203.

Private Advisory Group first reported a position in KLAC in Q3 2019 and has held it in 4 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Private Advisory Group held 2,231 shares of KLA worth $673K as of Q2 2026.
Private Advisory Group sold 99 KLA shares in Q2 2026, an estimated $19.7K.
KLA made up 0.04% of Private Advisory Group's portfolio in Q2 2026, its #203 holding.
Private Advisory Group first reported a position in KLA in Q3 2019 and has held it in 4 quarters since.
2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.