United Advisor Group’s KLA KLAC Stock Holding History

United Advisor Group’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 Q3	$434K	Sell	2,224 -194	-8%	-$38.1K	0.04%	374
2026 Q2	$730K	Sell	2,418 -222	-8%	-$44.1K	0.08%	261
2026 Q1	$389K	Hold	2,640	–	–	0.05%	337
2025 Q4	$321K	Sell	2,640 -3,060	-54%	-$359K	0.04%	363
2025 Q3	$615K	Sell	5,700 -1,060	-16%	-$98.9K	0.08%	231
2025 Q2	$606K	Buy	+6,760	New	+$509K	0.1%	195
2024 Q4	–	Sell	-7,260	Closed	-$562K	–	387
2024 Q3	$562K	Buy	+7,260	New	+$570K	0.13%	166
2024 Q2	–	Sell	-4,000	Closed	-$279K	–	271
2024 Q1	$279K	Buy	+4,000	New	+$257K	0.11%	171

Other funds holding KLAC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

United Advisor Group's KLAC Position: Q3 2026 in Review

United Advisor Group reduced its KLA (KLAC) stake by 8% in Q3 2026, selling an estimated $38.1K and leaving 2,224 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #374.

United Advisor Group first reported a position in KLAC in Q1 2024 and has held it in 8 quarters since. The position peaked at $730K in Q2 2026. 1,653 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

United Advisor Group held 2,224 shares of KLA worth $434K as of Q3 2026.
United Advisor Group sold 194 KLA shares in Q3 2026, an estimated $38.1K.
KLA made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #374 holding.
United Advisor Group first reported a position in KLA in Q1 2024 and has held it in 8 quarters since.
United Advisor Group's KLA position peaked at $730K in Q2 2026.
1,653 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.