Trivest Advisors’s KLA KLAC Stock Holding History

Trivest 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	–	Sell	-109,200	Closed	-$6.88M	–	42
2024 Q4	$6.88M	Buy	+109,200	New	+$7.38M	0.31%	42
2022 Q2	–	Sell	-105,000	Closed	-$3.84M	–	27
2022 Q1	$3.84M	Buy	+105,000	New	+$3.93M	0.65%	11

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Trivest Advisors's KLAC Position: Q1 2025 in Review

Trivest Advisors sold out of KLA (KLAC) in Q1 2025, closing a stake of 109,200 shares — an estimated $6.88M sold.

Trivest Advisors first reported a position in KLAC in Q1 2022 and held it in 2 quarters. The position peaked at $6.88M in Q4 2024. 1,562 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

Trivest Advisors reported no remaining KLA position as of Q1 2025 after selling out during the quarter.
Trivest Advisors sold 109,200 KLA shares in Q1 2025, an estimated $6.88M.
Trivest Advisors first reported a position in KLA in Q1 2022 and held it in 2 quarters.
Trivest Advisors's KLA position peaked at $6.88M in Q4 2024.
1,562 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on Trivest Advisors's 13F filing for Q1 2025, filed 8 May 2025.