West Oak Capital’s KLA KLAC Stock Holding History

West Oak Capital’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
2025 Q3	–	Sell	-4,000	Closed	-$3.58K	–	290
2025 Q2	$3.58K	Hold	4,000	–	–	0.14%	93
2025 Q1	$2.72K	Hold	4,000	–	–	0.11%	102
2024 Q4	$2.52M	Hold	4,000	–	–	0.09%	105
2024 Q3	$3.1K	Hold	4,000	–	–	0.06%	100
2024 Q2	$330K	Hold	4,000	–	–	0.13%	94
2024 Q1	$279K	Hold	4,000	–	–	0.12%	100
2023 Q4	$224K	Hold	4,000	–	–	0.1%	114
2023 Q3	$183K	Hold	4,000	–	–	0.09%	119
2023 Q2	$194K	Hold	4,000	–	–	0.09%	118
2023 Q1	$160K	Hold	4,000	–	–	0.08%	122
2022 Q4	$151K	Hold	4,000	–	–	0.08%	119
2022 Q3	$121K	Hold	4,000	–	–	0.07%	128
2022 Q2	$128K	Hold	4,000	–	–	0.07%	132
2022 Q1	$146K	Hold	4,000	–	–	0.07%	134
2021 Q4	$172K	Hold	4,000	–	–	0.06%	133
2021 Q3	$134K	Hold	4,000	–	–	0.05%	144
2021 Q2	$130K	Hold	4,000	–	–	0.05%	144
2021 Q1	$132K	Hold	4,000	–	–	0.06%	138
2020 Q4	$104K	Hold	4,000	–	–	0.05%	140
2020 Q3	$77K	Hold	4,000	–	–	0.04%	144
2020 Q2	$78K	Hold	4,000	–	–	0.04%	148
2020 Q1	$57K	Hold	4,000	–	–	0.04%	161
2019 Q4	$71K	Hold	4,000	–	–	0.04%	158
2019 Q3	$64K	Hold	4,000	–	–	0.04%	164
2019 Q2	$47K	Hold	4,000	–	–	0.03%	182
2019 Q1	$48K	Hold	4,000	–	–	0.03%	174
2018 Q4	$35.8K	Hold	4,000	–	–	0.03%	181
2018 Q3	$40.7K	Hold	4,000	–	–	0.02%	190
2018 Q2	$41K	Hold	4,000	–	–	0.03%	187
2018 Q1	$43.6K	Hold	4,000	–	–	0.03%	192
2017 Q4	$42K	Hold	4,000	–	–	0.03%	177
2017 Q3	$42.4K	Hold	4,000	–	–	0.03%	195
2017 Q2	$36.6K	Sell	4,000 -2,000	-33%	-$20K	0.02%	207
2017 Q1	$57K	Hold	6,000	–	–	0.04%	174
2016 Q4	$47.2K	Hold	6,000	–	–	0.03%	183
2016 Q3	$41.8K	Hold	6,000	–	–	0.03%	192
2016 Q2	$44K	Hold	6,000	–	–	0.03%	172
2016 Q1	$43.7K	Hold	6,000	–	–	0.03%	153
2015 Q4	$41.6K	Hold	6,000	–	–	0.03%	159
2015 Q3	$30K	Sell	6,000 -244,050	-98%	-$1.25M	0.02%	170
2015 Q2	$1.41M	Sell	250,050 -4,850	-2%	-$28.4K	1.05%	34
2015 Q1	$1.49M	Buy	254,900 +7,900	+3%	+$50.6K	1.09%	35
2014 Q4	$1.74M	Sell	247,000 -7,300	-3%	-$53.9K	1.26%	20
2014 Q3	$2M	Sell	254,300 -11,150	-4%	-$84.1K	1.5%	9
2014 Q2	$1.93M	Sell	265,450 -700	-0.3%	-$4.65K	1.4%	11
2014 Q1	$1.84M	Sell	266,150 -1,000	-0.4%	-$6.47K	1.35%	13
2013 Q4	$1.72M	Sell	267,150 -2,400	-0.9%	-$15.1K	1.27%	21
2013 Q3	$1.64M	Sell	269,550 -1,000	-0.4%	-$5.86K	1.28%	20
2013 Q2	$1.51M	Buy	+270,550	New	+$1.48M	1.26%	17

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

West Oak Capital's KLAC Position: Q3 2025 in Review

West Oak Capital sold out of KLA (KLAC) in Q3 2025, closing a stake of 4,000 shares — an estimated $3.58K sold.

West Oak Capital first reported a position in KLAC in Q2 2013 and held it in 49 quarters. The position peaked at $2.52M in Q4 2024. 1,733 funds tracked by Wall St. Rank hold KLAC as of Q3 2025.

West Oak Capital reported no remaining KLA position as of Q3 2025 after selling out during the quarter.
West Oak Capital sold 4,000 KLA shares in Q3 2025, an estimated $3.58K.
West Oak Capital first reported a position in KLA in Q2 2013 and held it in 49 quarters.
West Oak Capital's KLA position peaked at $2.52M in Q4 2024.
1,733 funds tracked by Wall St. Rank held KLA as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.