SageView Advisory Group’s KLA KLAC Stock Holding History

SageView 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	$1.32M	Buy	4,379 +419	+11%	+$83.2K	0.04%	207
2026 Q1	$583K	Buy	3,960 +1,420	+56%	+$208K	0.02%	323
2025 Q4	$309K	Sell	2,540 -80	-3%	-$9.38K	0.01%	482
2025 Q3	$283K	Sell	2,620 -320	-11%	-$29.9K	0.01%	537
2025 Q2	$272K	Sell	2,940 -1,360	-32%	-$102K	0.01%	524
2025 Q1	$292K	Sell	4,300 -70	-2%	-$5.04K	0.01%	476
2024 Q4	$276K	Buy	+4,370	New	+$295K	0.01%	482
2024 Q3	–	Sell	-6,770	Closed	-$558K	–	538
2024 Q2	$558K	Buy	+6,770	New	+$500K	0.03%	317
2024 Q1	–	Sell	-6,050	Closed	-$360K	–	645
2023 Q4	$360K	Buy	+6,050	New	+$315K	0.02%	459

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

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

SageView Advisory Group increased its KLA (KLAC) stake by 11% in Q2 2026, buying an estimated $83.2K and bringing the position to 4,379 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #207.

SageView Advisory Group first reported a position in KLAC in Q4 2023 and has held it in 9 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

SageView Advisory Group held 4,379 shares of KLA worth $1.32M as of Q2 2026.
SageView Advisory Group bought 419 KLA shares in Q2 2026, an estimated $83.2K.
KLA made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #207 holding.
SageView Advisory Group first reported a position in KLA in Q4 2023 and has held it in 9 quarters since.
2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.