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Savvy Advisors Inc’s KLA KLAC Stock Holding History

Savvy Advisors Inc’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 		$2.13M Buy
14,500
+6,670
+85% +$976K 0.06% 258
2025
Q4 		$951K Buy
7,830
+2,270
+41% +$266K 0.03% 371
2025
Q3 		$600K Buy
5,560
+760
+16% +$70.9K 0.03% 387
2025
Q2 		$430K Buy
+4,800
New +$361K 0.03% 390
2024
Q4 		– Sell
-2,910
Closed -$226K – 469
2024
Q3 		$226K Buy
+2,910
New +$228K 0.05% 313

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

Savvy Advisors Inc's KLAC Position: Q1 2026 in Review

Savvy Advisors Inc increased its KLA (KLAC) stake by 85% in Q1 2026, buying an estimated $976K and bringing the position to 14,500 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #258.

Savvy Advisors Inc first reported a position in KLAC in Q3 2024 and has held it in 5 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Savvy Advisors Inc held 14,500 shares of KLA worth $2.13M as of Q1 2026.
  • Savvy Advisors Inc bought 6,670 KLA shares in Q1 2026, an estimated $976K.
  • KLA made up 0.06% of Savvy Advisors Inc's portfolio in Q1 2026, its #258 holding.
  • Savvy Advisors Inc first reported a position in KLA in Q3 2024 and has held it in 5 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

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