Strategic Investment Advisors’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.28M Buy
22,250
+1,080
+5% +$158K 0.23% 58
2025
Q4
$2.57M Sell
21,170
-1,220
-5% -$143K 0.22% 56
2025
Q3
$2.42M Sell
22,390
-3,280
-13% -$306K 0.22% 58
2025
Q2
$2.29M Sell
25,670
-3,620
-12% -$272K 0.22% 53
2025
Q1
$1.99M Sell
29,290
-1,490
-5% -$107K 0.21% 67
2024
Q4
$1.94M Buy
30,780
+610
+2% +$41.2K 0.21% 67
2024
Q3
$2.34M Buy
30,170
+720
+2% +$56.5K 0.26% 56
2024
Q2
$2.43M Sell
29,450
-3,680
-11% -$272K 0.3% 51
2024
Q1
$2.31M Buy
33,130
+550
+2% +$35.3K 0.3% 53
2023
Q4
$1.89M Sell
32,580
-350
-1% -$18.2K 0.27% 59
2023
Q3
$1.51M Buy
+32,930
New +$1.58M 0.25% 60
2023
Q2
Sell
-31,320
Closed -$1.25M 219
2023
Q1
$1.25M Buy
31,320
+2,280
+8% +$89.9K 0.23% 69
2022
Q4
$1.09M Buy
29,040
+1,890
+7% +$65.9K 0.23% 77
2022
Q3
$822K Sell
27,150
-350
-1% -$12.1K 0.19% 91
2022
Q2
$878K Buy
27,500
+3,420
+14% +$115K 0.18% 85
2022
Q1
$882K Buy
+24,080
New +$901K 0.17% 108

Other funds holding KLAC

Strategic Investment Advisors's KLAC Position: Q1 2026 in Review

Strategic Investment Advisors increased its KLA (KLAC) stake by 5.1% in Q1 2026, buying an estimated $158K and bringing the position to 22,250 shares worth $3.28M. The position accounts for 0.23% of the portfolio, ranked #58.

Strategic Investment Advisors first reported a position in KLAC in Q1 2022 and has held it in 16 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Strategic Investment Advisors held 22,250 shares of KLA worth $3.28M as of Q1 2026.
  • Strategic Investment Advisors bought 1,080 KLA shares in Q1 2026, an estimated $158K.
  • KLA made up 0.23% of Strategic Investment Advisors's portfolio in Q1 2026, its #58 holding.
  • Strategic Investment Advisors first reported a position in KLA in Q1 2022 and has held it in 16 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.