Cerro Pacific Wealth Advisors’s KLA KLAC Stock Holding History

Cerro Pacific Wealth 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	$5.67M	Sell	18,787 -763	-4%	-$151K	1.28%	23
2026 Q1	$2.88M	Sell	19,550 -5,110	-21%	-$748K	0.76%	31
2025 Q4	$3M	Sell	24,660 -530	-2%	-$62.2K	0.81%	33
2025 Q3	$2.72M	Sell	25,190 -6,210	-20%	-$579K	0.74%	33
2025 Q2	$2.81M	Buy	31,400 +1,730	+6%	+$130K	0.78%	30
2025 Q1	$1.87M	Buy	29,670 +320	+1%	+$23.1K	0.61%	47
2024 Q4	$2.27M	Buy	29,350 +1,850	+7%	+$125K	0.75%	40
2024 Q3	$2.27M	Hold	27,500	–	–	0.86%	34
2024 Q2	$2.27M	Buy	+27,500	New	+$2.03M	0.87%	34
2023 Q1	$1.01M	Buy	25,390 +4,760	+23%	+$188K	0.56%	47
2022 Q4	$778K	Buy	20,630 +8,800	+74%	+$307K	0.41%	65
2022 Q3	$358K	Buy	11,830 +3,530	+43%	+$122K	0.22%	113
2022 Q2	$265K	Buy	+8,300	New	+$279K	0.17%	127

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

Cerro Pacific Wealth Advisors's KLAC Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its KLA (KLAC) stake by 3.9% in Q2 2026, selling an estimated $151K and leaving 18,787 shares worth $5.67M. The position accounts for 1.28% of the portfolio, ranked #23.

Cerro Pacific Wealth Advisors first reported a position in KLAC in Q2 2022 and has held it in 13 quarters since. 2,479 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Cerro Pacific Wealth Advisors held 18,787 shares of KLA worth $5.67M as of Q2 2026.
Cerro Pacific Wealth Advisors sold 763 KLA shares in Q2 2026, an estimated $151K.
KLA made up 1.28% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Cerro Pacific Wealth Advisors first reported a position in KLA in Q2 2022 and has held it in 13 quarters since.
2,479 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.