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Regal Investment Advisors’s KLA KLAC Stock Holding History

Regal 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
Q2 		$1.44M Sell
4,761
-1,469
-24% -$292K 0.07% 260
2026
Q1 		$917K Sell
6,230
-2,610
-30% -$382K 0.05% 307
2025
Q4 		$1.07M Sell
8,840
-70
-0.8% -$8.21K 0.06% 264
2025
Q3 		$961K Buy
8,910
+790
+10% +$73.7K 0.06% 267
2025
Q2 		$727K Buy
8,120
+930
+13% +$70K 0.05% 286
2025
Q1 		$489K Buy
7,190
+440
+7% +$31.7K 0.04% 331
2024
Q4 		$425K Sell
6,750
-1,110
-14% -$75K 0.03% 349
2024
Q3 		$609K Buy
7,860
+850
+12% +$66.7K 0.04% 316
2024
Q2 		$578K Sell
7,010
-800
-10% -$59.1K 0.04% 328
2024
Q1 		$546K Buy
7,810
+100
+1% +$6.42K 0.04% 340
2023
Q4 		$448K Buy
7,710
+530
+7% +$27.6K 0.03% 348
2023
Q3 		$329K Sell
7,180
-2,200
-23% -$106K 0.03% 373
2023
Q2 		$455K Buy
9,380
+1,550
+20% +$64.8K 0.04% 311
2023
Q1 		$313K Sell
7,830
-1,390
-15% -$54.8K 0.03% 382
2022
Q4 		$348K Sell
9,220
-2,290
-20% -$79.8K 0.03% 351
2022
Q3 		$348K Buy
11,510
+3,460
+43% +$120K 0.04% 329
2022
Q2 		$257K Buy
8,050
+310
+4% +$10.4K 0.03% 404
2022
Q1 		$283K Buy
7,740
+760
+11% +$28.4K 0.03% 424
2021
Q4 		$300K Buy
+6,980
New +$269K 0.03% 428

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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

Regal Investment Advisors's KLAC Position: Q2 2026 in Review

Regal Investment Advisors reduced its KLA (KLAC) stake by 24% in Q2 2026, selling an estimated $292K and leaving 4,761 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #260.

Regal Investment Advisors first reported a position in KLAC in Q4 2021 and has held it in 19 quarters since. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Regal Investment Advisors held 4,761 shares of KLA worth $1.44M as of Q2 2026.
  • Regal Investment Advisors sold 1,469 KLA shares in Q2 2026, an estimated $292K.
  • KLA made up 0.07% of Regal Investment Advisors's portfolio in Q2 2026, its #260 holding.
  • Regal Investment Advisors first reported a position in KLA in Q4 2021 and has held it in 19 quarters since.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.