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Roehl & Yi Investment Advisors’s KLA KLAC Stock Holding History

Roehl & Yi 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 		$609K Sell
2,017
-943
-32% -$187K 0.2% 101
2026
Q1 		$436K Buy
2,960
+10
+0.3% +$1.46K 0.16% 102
2025
Q4 		$358K Sell
2,950
-460
-13% -$54K 0.14% 117
2025
Q3 		$368K Buy
3,410
+210
+7% +$19.6K 0.16% 111
2025
Q2 		$287K Sell
3,200
-380
-11% -$28.6K 0.15% 120
2025
Q1 		$243K Sell
3,580
-80
-2% -$5.76K 0.13% 130
2024
Q4 		$231K Buy
+3,660
New +$247K 0.13% 133

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

Roehl & Yi Investment Advisors's KLAC Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its KLA (KLAC) stake by 32% in Q2 2026, selling an estimated $187K and leaving 2,017 shares worth $609K. The position accounts for 0.2% of the portfolio, ranked #101.

Roehl & Yi Investment Advisors first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 2,478 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Roehl & Yi Investment Advisors held 2,017 shares of KLA worth $609K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 943 KLA shares in Q2 2026, an estimated $187K.
  • KLA made up 0.2% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • Roehl & Yi Investment Advisors first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • 2,478 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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