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Waverly Advisors’s KLA KLAC Stock Holding History

Waverly 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
Q1 		$1.96M Buy
13,330
+1,720
+15% +$252K 0.01% 650
2025
Q4 		$1.41M Buy
11,610
+2,360
+26% +$277K 0.01% 664
2025
Q3 		$997K Buy
9,250
+1,680
+22% +$157K 0.01% 642
2025
Q2 		$678K Buy
7,570
+390
+5% +$29.3K 0.01% 726
2025
Q1 		$488K Buy
7,180
+140
+2% +$10.1K 0.01% 777
2024
Q4 		$444K Buy
+7,040
New +$476K 0.01% 712
2024
Q3 		– Sell
-3,140
Closed -$259K – 819
2024
Q2 		$259K Hold
3,140
– – 0.01% 702
2024
Q1 		$220K Buy
+3,140
New +$202K 0.01% 639
2014
Q1 		– Sell
-25,000
Closed -$161K – 779
2013
Q4 		$161K Hold
25,000
– – 0.06% 166
2013
Q3 		$152K Buy
+25,000
New +$147K 0.08% 118

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Waverly Advisors's KLAC Position: Q1 2026 in Review

Waverly Advisors increased its KLA (KLAC) stake by 15% in Q1 2026, buying an estimated $252K and bringing the position to 13,330 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #650.

Waverly Advisors first reported a position in KLAC in Q3 2013 and has held it in 10 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Waverly Advisors held 13,330 shares of KLA worth $1.96M as of Q1 2026.
  • Waverly Advisors bought 1,720 KLA shares in Q1 2026, an estimated $252K.
  • KLA made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #650 holding.
  • Waverly Advisors first reported a position in KLA in Q3 2013 and has held it in 10 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.