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Sage Mountain Advisors’s KLA KLAC Stock Holding History

Sage Mountain 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 		– Sell
-12,200
Closed -$1.48M – 441
2025
Q4 		$1.48M Sell
12,200
-490
-4% -$57.5K 0.08% 127
2025
Q3 		$1.37M Buy
12,690
+1,320
+12% +$123K 0.08% 130
2025
Q2 		$1.02M Buy
11,370
+2,560
+29% +$193K 0.07% 139
2025
Q1 		$599K Buy
8,810
+1,350
+18% +$97.2K 0.04% 193
2024
Q4 		$470K Sell
7,460
-640
-8% -$43.3K 0.03% 220
2024
Q3 		$627K Buy
8,100
+630
+8% +$49.4K 0.05% 163
2024
Q2 		$616K Buy
7,470
+630
+9% +$46.5K 0.06% 149
2024
Q1 		$478K Buy
6,840
+140
+2% +$8.99K 0.05% 167
2023
Q4 		$389K Buy
6,700
+120
+2% +$6.25K 0.05% 161
2023
Q3 		$302K Sell
6,580
-120
-2% -$5.75K 0.04% 186
2023
Q2 		$325K Buy
6,700
+40
+0.6% +$1.67K 0.05% 168
2023
Q1 		$266K Buy
+6,660
New +$262K 0.04% 184

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sage Mountain Advisors's KLAC Position: Q1 2026 in Review

Sage Mountain Advisors sold out of KLA (KLAC) in Q1 2026, closing a stake of 12,200 shares — an estimated $1.48M sold.

Sage Mountain Advisors first reported a position in KLAC in Q1 2023 and held it in 12 quarters. The position peaked at $1.48M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Sage Mountain Advisors reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 12,200 KLA shares in Q1 2026, an estimated $1.48M.
  • Sage Mountain Advisors first reported a position in KLA in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's KLA position peaked at $1.48M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.