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Summit Trail Advisors’s KLA KLAC Stock Holding History

Summit Trail 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
2026
Q1 		$7.26M Buy
49,280
+9,870
+25% +$1.44M 0.1% 109
2025
Q4 		$4.79M Sell
39,410
-5,160
-12% -$605K 0.08% 136
2025
Q3 		$4.81M Buy
44,570
+6,430
+17% +$600K 0.07% 148
2025
Q2 		$3.42M Buy
+38,140
New +$2.87M 0.06% 168
2024
Q4 		– Sell
-10,460
Closed -$810K – 590
2024
Q3 		$810K Buy
10,460
+3,650
+54% +$286K 0.02% 302
2024
Q2 		$561K Buy
6,810
+670
+11% +$49.5K 0.01% 348
2024
Q1 		$429K Buy
6,140
+500
+9% +$32.1K 0.01% 371
2023
Q4 		$328K Sell
5,640
-510
-8% -$26.5K 0.01% 379
2023
Q3 		$282K Buy
6,150
+30
+0.5% +$1.44K 0.01% 392
2023
Q2 		$297K Sell
6,120
-290
-5% -$12.1K 0.01% 376
2023
Q1 		$256K Buy
+6,410
New +$253K 0.01% 350
2020
Q4 		– Sell
-14,490
Closed -$338K – 229
2020
Q3 		$338K Buy
+14,490
New +$286K 0.07% 138
2018
Q1 		– Sell
-510
Closed -$6K – 1096
2017
Q4 		$6K Buy
+510
New +$5.38K ﹤0.01% 1362

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

Summit Trail Advisors's KLAC Position: Q1 2026 in Review

Summit Trail Advisors increased its KLA (KLAC) stake by 25% in Q1 2026, buying an estimated $1.44M and bringing the position to 49,280 shares worth $7.26M. The position accounts for 0.1% of the portfolio, ranked #109.

Summit Trail Advisors first reported a position in KLAC in Q4 2017 and has held it in 13 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Summit Trail Advisors held 49,280 shares of KLA worth $7.26M as of Q1 2026.
  • Summit Trail Advisors bought 9,870 KLA shares in Q1 2026, an estimated $1.44M.
  • KLA made up 0.1% of Summit Trail Advisors's portfolio in Q1 2026, its #109 holding.
  • Summit Trail Advisors first reported a position in KLA in Q4 2017 and has held it in 13 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.