Trivium Point Advisory’s KLA KLAC Stock Holding History

Trivium Point Advisory’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 Q2	$6.07M	Buy	20,106 +2,136	+12%	+$424K	0.55%	51
2026 Q1	$2.65M	Sell	17,970 -1,950	-10%	-$285K	0.48%	51
2025 Q4	$2.42M	Sell	19,920 -440	-2%	-$51.6K	0.24%	101
2025 Q3	$2.2M	Buy	20,360 +1,020	+5%	+$95.2K	0.22%	108
2025 Q2	$1.73M	Sell	19,340 -1,130	-6%	-$85K	0.19%	130
2025 Q1	$1.39M	Sell	20,470 -3,980	-16%	-$287K	0.17%	138
2024 Q4	$1.54M	Buy	24,450 +3,470	+17%	+$235K	0.19%	130
2024 Q3	$1.35M	Sell	20,980 -3,520	-14%	-$276K	0.19%	136
2024 Q2	$2.02M	Buy	24,500 +4,630	+23%	+$342K	0.3%	99
2024 Q1	$1.39M	Buy	19,870 +8,440	+74%	+$542K	0.3%	86
2023 Q4	$664K	Buy	+11,430	New	+$595K	0.16%	128

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Trivium Point Advisory's KLAC Position: Q2 2026 in Review

Trivium Point Advisory increased its KLA (KLAC) stake by 12% in Q2 2026, buying an estimated $424K and bringing the position to 20,106 shares worth $6.07M. The position accounts for 0.55% of the portfolio, ranked #51.

Trivium Point Advisory first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Trivium Point Advisory held 20,106 shares of KLA worth $6.07M as of Q2 2026.
Trivium Point Advisory bought 2,136 KLA shares in Q2 2026, an estimated $424K.
KLA made up 0.55% of Trivium Point Advisory's portfolio in Q2 2026, its #51 holding.
Trivium Point Advisory first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
2,477 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.