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Ulland Investment Advisors’s KLA KLAC Stock Holding History

Ulland 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
Q4 		– Sell
-580
Closed -$63K – 225
2025
Q3 		$63K Buy
580
+220
+61% +$20.5K 0.05% 110
2025
Q2 		$32K Buy
+360
New +$27.1K 0.02% 129
2024
Q3 		– Sell
-50
Closed -$4K – 213
2024
Q2 		$4K Hold
50
– – ﹤0.01% 197
2024
Q1 		$3K Buy
+50
New +$3.21K ﹤0.01% 207

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ulland Investment Advisors's KLAC Position: Q4 2025 in Review

Ulland Investment Advisors sold out of KLA (KLAC) in Q4 2025, closing a stake of 580 shares — an estimated $63K sold.

Ulland Investment Advisors first reported a position in KLAC in Q1 2024 and held it in 4 quarters. The position peaked at $63K in Q3 2025. 1,908 funds tracked by Wall St. Rank hold KLAC as of Q4 2025.

  • Ulland Investment Advisors reported no remaining KLA position as of Q4 2025 after selling out during the quarter.
  • Ulland Investment Advisors sold 580 KLA shares in Q4 2025, an estimated $63K.
  • Ulland Investment Advisors first reported a position in KLA in Q1 2024 and held it in 4 quarters.
  • Ulland Investment Advisors's KLA position peaked at $63K in Q3 2025.
  • 1,908 funds tracked by Wall St. Rank held KLA as of Q4 2025.

Based on Ulland Investment Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.