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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
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% -$19.1K 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

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

Values First Advisors's KLAC Position: Q2 2026 in Review

Values First Advisors increased its KLA (KLAC) stake by 0.63% in Q2 2026, buying an estimated $3.57K and bringing the position to 2,868 shares worth $865K. The position accounts for 0.4% of the portfolio, ranked #74.

Values First Advisors first reported a position in KLAC in Q4 2021 and has held it in 18 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Values First Advisors held 2,868 shares of KLA worth $865K as of Q2 2026.
  • Values First Advisors bought 18 KLA shares in Q2 2026, an estimated $3.57K.
  • KLA made up 0.4% of Values First Advisors's portfolio in Q2 2026, its #74 holding.
  • Values First Advisors first reported a position in KLA in Q4 2021 and has held it in 18 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.