UAG
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

United Advisor Group's KLAC Position: Q2 2026 in Review

United Advisor Group reduced its KLA (KLAC) stake by 8.4% in Q2 2026, selling an estimated $44.1K and leaving 2,418 shares worth $730K. The position accounts for 0.08% of the portfolio, ranked #261.

United Advisor Group first reported a position in KLAC in Q1 2024 and has held it in 7 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • United Advisor Group held 2,418 shares of KLA worth $730K as of Q2 2026.
  • United Advisor Group sold 222 KLA shares in Q2 2026, an estimated $44.1K.
  • KLA made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #261 holding.
  • United Advisor Group first reported a position in KLA in Q1 2024 and has held it in 7 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.