Alpine Woods Capital Investors’s KLA KLAC Stock Holding History

Alpine Woods Capital Investors’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	$751K	Buy	2,490 +50	+2%	+$9.93K	0.16%	111
2026 Q1	$359K	Sell	2,440 -90	-4%	-$13.2K	0.09%	128
2025 Q4	$307K	Sell	2,530 -50	-2%	-$5.87K	0.07%	151
2025 Q3	$278K	Sell	2,580 -150	-5%	-$14K	0.06%	139
2025 Q2	$245K	Buy	+2,730	New	+$205K	0.06%	144
2024 Q3	–	Sell	-3,000	Closed	-$247K	–	178
2024 Q2	$247K	Hold	3,000	–	–	0.04%	166
2024 Q1	$207K	Buy	+3,000	New	+$193K	0.04%	167
2021 Q2	–	Sell	-95,500	Closed	-$3.15M	–	233
2021 Q1	$3.15M	Hold	95,500	–	–	0.35%	99
2020 Q4	$2.47M	Sell	95,500 -11,500	-11%	-$268K	0.3%	107
2020 Q3	$2.07M	Sell	107,000 -13,000	-11%	-$257K	0.31%	106
2020 Q2	$2.33M	Sell	120,000 -4,000	-3%	-$68.4K	0.45%	69
2020 Q1	$1.78M	Hold	124,000	–	–	0.4%	75
2019 Q4	$2.21M	Sell	124,000 -21,000	-14%	-$352K	0.42%	59
2019 Q3	$2.31M	Sell	145,000 -100,000	-41%	-$1.4M	0.43%	51
2019 Q2	$2.9M	Hold	245,000	–	–	0.6%	39
2019 Q1	$2.93M	Buy	245,000 +65,000	+36%	+$699K	0.64%	34
2018 Q4	$1.61M	Buy	180,000 +80,000	+80%	+$745K	0.39%	63
2018 Q3	$1.02M	Hold	100,000	–	–	0.21%	104
2018 Q2	$1.02M	Hold	100,000	–	–	0.22%	99
2018 Q1	$1.09M	Buy	+100,000	New	+$1.11M	0.06%	236

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Alpine Woods Capital Investors's KLAC Position: Q2 2026 in Review

Alpine Woods Capital Investors increased its KLA (KLAC) stake by 2% in Q2 2026, buying an estimated $9.93K and bringing the position to 2,490 shares worth $751K. The position accounts for 0.16% of the portfolio, ranked #111.

Alpine Woods Capital Investors first reported a position in KLAC in Q1 2018 and has held it in 20 quarters since. The position peaked at $3.15M in Q1 2021. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Alpine Woods Capital Investors held 2,490 shares of KLA worth $751K as of Q2 2026.
Alpine Woods Capital Investors bought 50 KLA shares in Q2 2026, an estimated $9.93K.
KLA made up 0.16% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #111 holding.
Alpine Woods Capital Investors first reported a position in KLA in Q1 2018 and has held it in 20 quarters since.
Alpine Woods Capital Investors's KLA position peaked at $3.15M in Q1 2021.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.