Virtus Investment Advisers’s KLA KLAC Stock Holding History

Virtus Investment Advisers’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	$1.73M	Sell	11,730 -4,090	-26%	-$598K	0.48%	75
2025 Q4	$1.92M	Sell	15,820 -4,020	-20%	-$472K	0.52%	62
2025 Q3	$2.14M	Buy	+19,840	New	+$1.85M	0.61%	12
2025 Q2	–	Sell	-20,240	Closed	-$1.38M	–	471
2025 Q1	$1.38M	Buy	20,240 +17,240	+575%	+$1.24M	0.37%	62
2024 Q4	$189K	Hold	3,000	–	–	0.15%	203
2024 Q3	$232K	Hold	3,000	–	–	0.18%	184
2024 Q2	$247K	Buy	+3,000	New	+$222K	0.21%	155
2018 Q1	–	Sell	-152,630	Closed	-$1.6M	–	246
2017 Q4	$1.6M	Sell	152,630 -28,070	-16%	-$296K	0.17%	163
2017 Q3	$1.92M	Sell	180,700 -25,530	-12%	-$244K	0.2%	148
2017 Q2	$1.89M	Sell	206,230 -57,710	-22%	-$576K	0.18%	155
2017 Q1	$2.51M	Sell	263,940 -80,410	-23%	-$708K	0.22%	144
2016 Q4	$2.71M	Sell	344,350 -248,150	-42%	-$1.9M	0.21%	147
2016 Q3	$4.13M	Buy	+592,500	New	+$4.27M	0.26%	127

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

Virtus Investment Advisers's KLAC Position: Q1 2026 in Review

Virtus Investment Advisers reduced its KLA (KLAC) stake by 26% in Q1 2026, selling an estimated $598K and leaving 11,730 shares worth $1.73M. The position accounts for 0.48% of the portfolio, ranked #75.

Virtus Investment Advisers first reported a position in KLAC in Q3 2016 and has held it in 13 quarters since. The position peaked at $4.13M in Q3 2016. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Virtus Investment Advisers held 11,730 shares of KLA worth $1.73M as of Q1 2026.
Virtus Investment Advisers sold 4,090 KLA shares in Q1 2026, an estimated $598K.
KLA made up 0.48% of Virtus Investment Advisers's portfolio in Q1 2026, its #75 holding.
Virtus Investment Advisers first reported a position in KLA in Q3 2016 and has held it in 13 quarters since.
Virtus Investment Advisers's KLA position peaked at $4.13M in Q3 2016.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.