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
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

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

SageView Advisory Group's KLAC Position: Q4 2025 in Review

SageView Advisory Group reduced its KLA (KLAC) stake by 3.1% in Q4 2025, selling an estimated $9.38K and leaving 2,540 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #482.

SageView Advisory Group first reported a position in KLAC in Q4 2023 and has held it in 7 quarters since. The position peaked at $558K in Q2 2024. 1,908 funds tracked by Wall St. Rank hold KLAC as of Q4 2025.

SageView Advisory Group held 2,540 shares of KLA worth $309K as of Q4 2025.
SageView Advisory Group sold 80 KLA shares in Q4 2025, an estimated $9.38K.
KLA made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #482 holding.
SageView Advisory Group first reported a position in KLA in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's KLA position peaked at $558K in Q2 2024.
1,908 funds tracked by Wall St. Rank held KLA as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.