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Capital Performance Advisors’s KLA KLAC Stock Holding History

Capital Performance 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 		$285K Sell
944
-1,996
-68% -$396K 0.02% 234
2026
Q1 		$433K Buy
2,940
+70
+2% +$10.2K 0.03% 242
2025
Q4 		$349K Buy
2,870
+220
+8% +$25.8K 0.02% 285
2025
Q3 		$286K Buy
+2,650
New +$247K 0.05% 226
2024
Q4 		– Sell
-490
Closed -$37.9K – 1471
2024
Q3 		$37.9K Buy
+490
New +$38.4K 0.01% 428

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

Capital Performance Advisors's KLAC Position: Q2 2026 in Review

Capital Performance Advisors reduced its KLA (KLAC) stake by 68% in Q2 2026, selling an estimated $396K and leaving 944 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #234.

Capital Performance Advisors first reported a position in KLAC in Q3 2024 and has held it in 5 quarters since. The position peaked at $433K in Q1 2026. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Capital Performance Advisors held 944 shares of KLA worth $285K as of Q2 2026.
  • Capital Performance Advisors sold 1,996 KLA shares in Q2 2026, an estimated $396K.
  • KLA made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #234 holding.
  • Capital Performance Advisors first reported a position in KLA in Q3 2024 and has held it in 5 quarters since.
  • Capital Performance Advisors's KLA position peaked at $433K in Q1 2026.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.