Roberts Capital Advisors’s KLA KLAC Stock Holding History

Roberts Capital 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 Q4	–	Sell	-6,140	Closed	-$662K	–	32
2025 Q3	$662K	Sell	6,140 -6,140	-50%	-$573K	0.74%	49
2025 Q2	$1.1M	Hold	12,280	–	–	0.81%	29
2025 Q1	$835K	Hold	12,280	–	–	0.73%	38
2024 Q4	$774K	Hold	12,280	–	–	0.65%	46
2024 Q3	$951K	Hold	12,280	–	–	0.81%	34
2024 Q2	$858K	Hold	12,280	–	–	0.82%	37
2024 Q1	$858K	Buy	+12,280	New	+$789K	0.82%	37
2022 Q3	$399K	Hold	13,170	–	–	0.58%	53
2022 Q2	$420K	Hold	13,170	–	–	0.58%	59
2022 Q1	$482K	Hold	13,170	–	–	0.5%	67
2021 Q4	$566K	Buy	+13,170	New	+$508K	0.53%	62

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Roberts Capital Advisors's KLAC Position: Q4 2025 in Review

Roberts Capital Advisors sold out of KLA (KLAC) in Q4 2025, closing a stake of 6,140 shares — an estimated $662K sold.

Roberts Capital Advisors first reported a position in KLAC in Q4 2021 and held it in 11 quarters. The position peaked at $1.1M in Q2 2025. 1,907 funds tracked by Wall St. Rank hold KLAC as of Q4 2025.

Roberts Capital Advisors reported no remaining KLA position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 6,140 KLA shares in Q4 2025, an estimated $662K.
Roberts Capital Advisors first reported a position in KLA in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's KLA position peaked at $1.1M in Q2 2025.
1,907 funds tracked by Wall St. Rank held KLA as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.