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Sheaff Brock Investment Advisors’s KLA KLAC Stock Holding History

Sheaff Brock 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 		$11.1M Sell
163,400
-610
-0.4% -$43.9K 1.02% 14
2024
Q4 		$10.3M Buy
164,010
+510
+0.3% +$34.5K 0.9% 20
2024
Q3 		$12.7M Sell
163,500
-2,880
-2% -$226K 1.11% 14
2024
Q2 		$13.7M Sell
166,380
-17,490
-10% -$1.29M 1.27% 11
2024
Q1 		$12.8M Sell
183,870
-24,340
-12% -$1.56M 0.81% 16
2023
Q4 		$12.1M Sell
208,210
-13,920
-6% -$725K 0.94% 14
2023
Q3 		$10.2M Sell
222,130
-7,430
-3% -$356K 0.92% 19
2023
Q2 		$11.1M Sell
229,560
-4,040
-2% -$169K 0.94% 16
2023
Q1 		$9.32M Sell
233,600
-3,330
-1% -$131K 0.86% 21
2022
Q4 		$8.93M Buy
236,930
+960
+0.4% +$33.5K 0.88% 20
2022
Q3 		$7.14M Sell
235,970
-4,490
-2% -$156K 0.77% 31
2022
Q2 		$7.67M Sell
240,460
-350
-0.1% -$11.8K 0.64% 26
2022
Q1 		$8.81M Sell
240,810
-12,860
-5% -$481K 0.61% 27
2021
Q4 		$10.9M Buy
253,670
+3,680
+1% +$142K 0.73% 18
2021
Q3 		$8.36M Sell
249,990
-4,090
-2% -$137K 0.61% 20
2021
Q2 		$8.24M Buy
254,080
+5,950
+2% +$191K 0.59% 23
2021
Q1 		$8.2M Sell
248,130
-18,170
-7% -$547K 0.65% 25
2020
Q4 		$6.89M Sell
266,300
-4,930
-2% -$115K 0.58% 31
2020
Q3 		$5.25M Sell
271,230
-12,930
-5% -$256K 0.48% 35
2020
Q2 		$5.53M Sell
284,160
-172,990
-38% -$2.96M 0.55% 27
2020
Q1 		$6.57M Sell
457,150
-27,390
-6% -$441K 0.87% 16
2019
Q4 		$8.63M Sell
484,540
-16,850
-3% -$283K 0.84% 19
2019
Q3 		$8M Sell
501,390
-43,480
-8% -$608K 0.86% 20
2019
Q2 		$6.44M Sell
544,870
-61,050
-10% -$706K 0.69% 27
2019
Q1 		$7.24M Sell
605,920
-9,520
-2% -$102K 0.88% 20
2018
Q4 		$5.51M Buy
615,440
+7,080
+1% +$65.9K 0.87% 24
2018
Q3 		$6.19M Buy
608,360
+370
+0.1% +$4.04K 0.58% 32
2018
Q2 		$6.23M Buy
607,990
+65,040
+12% +$707K 0.61% 32
2018
Q1 		$5.92M Buy
+542,950
New +$6.04M 0.61% 30

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

Sheaff Brock Investment Advisors's KLAC Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its KLA (KLAC) stake by 0.37% in Q1 2025, selling an estimated $43.9K and leaving 163,400 shares worth $11.1M. The position accounts for 1.02% of the portfolio, ranked #14.

Sheaff Brock Investment Advisors first reported a position in KLAC in Q1 2018 and has held it in 29 quarters since. The position peaked at $13.7M in Q2 2024. 1,562 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

  • Sheaff Brock Investment Advisors held 163,400 shares of KLA worth $11.1M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 610 KLA shares in Q1 2025, an estimated $43.9K.
  • KLA made up 1.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #14 holding.
  • Sheaff Brock Investment Advisors first reported a position in KLA in Q1 2018 and has held it in 29 quarters since.
  • Sheaff Brock Investment Advisors's KLA position peaked at $13.7M in Q2 2024.
  • 1,562 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.