United Capital Financial Advisors’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.66M | Buy |
52,020
+930
| +2% | +$136K | 0.05% | 280 |
|
|
2025
Q4 | $6.21M | Buy |
51,090
+930
| +2% | +$109K | 0.04% | 313 |
|
|
2025
Q3 | $5.41M | Buy |
50,160
+740
| +1% | +$69K | 0.04% | 295 |
|
|
2025
Q2 | $4.43M | Sell |
49,420
-1,180
| -2% | -$88.8K | 0.04% | 299 |
|
|
2025
Q1 | $3.44M | Buy |
50,600
+4,210
| +9% | +$303K | 0.03% | 331 |
|
|
2024
Q4 | $2.92M | Sell |
46,390
-660
| -1% | -$44.6K | 0.02% | 346 |
|
|
2024
Q3 | $3.64M | Buy |
47,050
+1,130
| +2% | +$88.7K | 0.03% | 313 |
|
|
2024
Q2 | $3.79M | Buy |
45,920
+1,140
| +3% | +$84.2K | 0.03% | 305 |
|
|
2024
Q1 | $3.13M | Sell |
44,780
-2,060
| -4% | -$132K | 0.03% | 347 |
|
|
2023
Q4 | $2.72M | Buy |
46,840
+28,310
| +153% | +$1.47M | 0.02% | 370 |
|
|
2023
Q3 | $850K | Buy |
18,530
+1,730
| +10% | +$83K | 0.01% | 546 |
|
|
2023
Q2 | $815K | Sell |
16,800
-200
| -1% | -$8.36K | ﹤0.01% | 592 |
|
|
2023
Q1 | $678K | Sell |
17,000
-900
| -5% | -$35.5K | ﹤0.01% | 666 |
|
|
2022
Q4 | $675K | Sell |
17,900
-3,690
| -17% | -$129K | ﹤0.01% | 703 |
|
|
2022
Q3 | $653K | Buy |
21,590
+12,510
| +138% | +$433K | ﹤0.01% | 700 |
|
|
2022
Q2 | $290K | Buy |
9,080
+2,640
| +41% | +$88.8K | ﹤0.01% | 954 |
|
|
2022
Q1 | $236K | Buy |
6,440
+140
| +2% | +$5.24K | ﹤0.01% | 1073 |
|
|
2021
Q4 | $271K | Buy |
6,300
+100
| +2% | +$3.86K | ﹤0.01% | 1059 |
|
|
2021
Q3 | $207K | Sell |
6,200
-670
| -10% | -$22.4K | ﹤0.01% | 1137 |
|
|
2021
Q2 | $223K | Buy |
6,870
+740
| +12% | +$23.7K | ﹤0.01% | 1128 |
|
|
2021
Q1 | $203K | Buy |
+6,130
| New | +$185K | ﹤0.01% | 1122 |
|
|
2020
Q4 | – | Sell |
-14,830
| Closed | -$287K | – | 1214 |
|
|
2020
Q3 | $287K | Sell |
14,830
-70
| -0.5% | -$1.38K | ﹤0.01% | 966 |
|
|
2020
Q2 | $290K | Sell |
14,900
-1,300
| -8% | -$22.2K | ﹤0.01% | 1008 |
|
|
2020
Q1 | $233K | Sell |
16,200
-2,340
| -13% | -$37.7K | ﹤0.01% | 1030 |
|
|
2019
Q4 | $330K | Buy |
18,540
+60
| +0.3% | +$1.01K | ﹤0.01% | 1106 |
|
|
2019
Q3 | $295K | Sell |
18,480
-3,380
| -15% | -$47.2K | ﹤0.01% | 1078 |
|
|
2019
Q2 | $258K | Buy |
21,860
+4,440
| +25% | +$51.3K | ﹤0.01% | 1273 |
|
|
2019
Q1 | $208K | Buy |
+17,420
| New | +$187K | ﹤0.01% | 1257 |
|
|
2014
Q4 | – | Sell |
-26,400
| Closed | -$208K | – | 1174 |
|
|
2014
Q3 | $208K | Buy |
+26,400
| New | +$199K | ﹤0.01% | 1042 |
|
|
2014
Q2 | – | Sell |
-53,770
| Closed | -$372K | – | 879 |
|
|
2014
Q1 | $372K | Sell |
53,770
-4,960
| -8% | -$32.1K | 0.01% | 717 |
|
|
2013
Q4 | $379K | Sell |
58,730
-70
| -0.1% | -$441 | 0.01% | 478 |
|
|
2013
Q3 | $358K | Sell |
58,800
-20,090
| -25% | -$118K | 0.01% | 520 |
|
|
2013
Q2 | $440K | Buy |
+78,890
| New | +$431K | 0.01% | 530 |
|
Other funds holding KLAC
VCM
VPM
United Capital Financial Advisors's KLAC Position: Q1 2026 in Review
United Capital Financial Advisors increased its KLA (KLAC) stake by 1.8% in Q1 2026, buying an estimated $136K and bringing the position to 52,020 shares worth $7.66M. The position accounts for 0.05% of the portfolio, ranked #280.
United Capital Financial Advisors first reported a position in KLAC in Q2 2013 and has held it in 33 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.
- United Capital Financial Advisors held 52,020 shares of KLA worth $7.66M as of Q1 2026.
- United Capital Financial Advisors bought 930 KLA shares in Q1 2026, an estimated $136K.
- KLA made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #280 holding.
- United Capital Financial Advisors first reported a position in KLA in Q2 2013 and has held it in 33 quarters since.
- 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.