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Schechter Investment Advisors’s KLA KLAC Stock Holding History

Schechter 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
2025
Q1 		$761K Buy
11,200
+120
+1% +$8.64K 0.06% 276
2024
Q4 		$698K Sell
11,080
-330
-3% -$22.3K 0.05% 313
2024
Q3 		$883K Buy
11,410
+180
+2% +$14.1K 0.07% 275
2024
Q2 		$926K Sell
11,230
-170
-1% -$12.6K 0.07% 254
2024
Q1 		$796K Buy
11,400
+80
+0.7% +$5.14K 0.06% 286
2023
Q4 		$658K Sell
11,320
-110
-1% -$5.72K 0.06% 303
2023
Q3 		$524K Buy
11,430
+90
+0.8% +$4.32K 0.05% 332
2023
Q2 		$550K Sell
11,340
-110
-1% -$4.6K 0.05% 368
2023
Q1 		$457K Sell
11,450
-80
-0.7% -$3.15K 0.04% 433
2022
Q4 		$435K Buy
11,530
+1,260
+12% +$43.9K 0.04% 536
2022
Q3 		$311K Sell
10,270
-9,970
-49% -$345K 0.03% 688
2022
Q2 		$646K Buy
20,240
+2,690
+15% +$90.5K 0.06% 443
2022
Q1 		$643K Sell
17,550
-3,140
-15% -$117K 0.06% 455
2021
Q4 		$890K Buy
+20,690
New +$798K 0.08% 346

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Schechter Investment Advisors's KLAC Position: Q1 2025 in Review

Schechter Investment Advisors increased its KLA (KLAC) stake by 1.1% in Q1 2025, buying an estimated $8.64K and bringing the position to 11,200 shares worth $761K. The position accounts for 0.06% of the portfolio, ranked #276.

Schechter Investment Advisors first reported a position in KLAC in Q4 2021 and has held it in 14 quarters since. The position peaked at $926K in Q2 2024. 1,562 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

  • Schechter Investment Advisors held 11,200 shares of KLA worth $761K as of Q1 2025.
  • Schechter Investment Advisors bought 120 KLA shares in Q1 2025, an estimated $8.64K.
  • KLA made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #276 holding.
  • Schechter Investment Advisors first reported a position in KLA in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's KLA position peaked at $926K in Q2 2024.
  • 1,562 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.