Values First Advisors
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Values First Advisors’s KLA KLAC Stock Holding History

Values First 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
2026
Q3 		$548K Sell
2,810
-58
-2% -$11.4K 0.26% 102
2026
Q2 		$865K Buy
2,868
+18
+0.6% +$3.57K 0.4% 74
2026
Q1 		$419K Buy
2,850
+60
+2% +$8.78K 0.22% 113
2025
Q4 		$338K Buy
2,790
+410
+17% +$48.1K 0.18% 133
2025
Q3 		$257K Sell
2,380
-30
-1% -$2.8K 0.14% 142
2025
Q2 		$216K Buy
+2,410
New +$181K 0.12% 157
2025
Q1 		– Sell
-2,490
Closed -$157K – 210
2024
Q4 		$157K Sell
2,490
-1,890
-43% -$128K 0.09% 178
2024
Q3 		$339K Sell
4,380
-580
-12% -$45.5K 0.18% 117
2024
Q2 		$409K Sell
4,960
-740
-13% -$54.7K 0.24% 96
2024
Q1 		$398K Sell
5,700
-1,140
-17% -$73.2K 0.23% 113
2023
Q4 		$397K Sell
6,840
-2,180
-24% -$113K 0.24% 116
2023
Q3 		$414K Buy
9,020
+2,320
+35% +$111K 0.27% 104
2023
Q2 		$325K Buy
6,700
+550
+9% +$23K 0.2% 122
2023
Q1 		$245K Sell
6,150
-1,110
-15% -$43.7K 0.16% 128
2022
Q4 		$274K Sell
7,260
-370
-5% -$12.9K 0.19% 120
2022
Q3 		$231K Sell
7,630
-550
-7% -$19K 0.17% 126
2022
Q2 		$261K Buy
8,180
+1,070
+15% +$36K 0.19% 120
2022
Q1 		$260K Sell
7,110
-450
-6% -$16.8K 0.16% 136
2021
Q4 		$325K Buy
+7,560
New +$292K 0.19% 125

Other funds holding KLAC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Values First Advisors's KLAC Position: Q3 2026 in Review

Values First Advisors reduced its KLA (KLAC) stake by 2% in Q3 2026, selling an estimated $11.4K and leaving 2,810 shares worth $548K. The position accounts for 0.26% of the portfolio, ranked #102.

Values First Advisors first reported a position in KLAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $865K in Q2 2026. 822 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Values First Advisors held 2,810 shares of KLA worth $548K as of Q3 2026.
  • Values First Advisors sold 58 KLA shares in Q3 2026, an estimated $11.4K.
  • KLA made up 0.26% of Values First Advisors's portfolio in Q3 2026, its #102 holding.
  • Values First Advisors first reported a position in KLA in Q4 2021 and has held it in 19 quarters since.
  • Values First Advisors's KLA position peaked at $865K in Q2 2026.
  • 822 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.