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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

United Advisor Group's KLAC Position: Q1 2026 in Review

United Advisor Group held its KLA (KLAC) position steady in Q1 2026 at 2,640 shares worth $389K. The position accounts for 0.05% of the portfolio, ranked #337.

United Advisor Group first reported a position in KLAC in Q1 2024 and has held it in 6 quarters since. The position peaked at $615K in Q3 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

United Advisor Group held 2,640 shares of KLA worth $389K as of Q1 2026.
United Advisor Group left its KLA share count unchanged in Q1 2026.
KLA made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #337 holding.
United Advisor Group first reported a position in KLA in Q1 2024 and has held it in 6 quarters since.
United Advisor Group's KLA position peaked at $615K in Q3 2025.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.