CPG
KLAC icon

Cornerstone Planning Group’s KLA KLAC Stock Holding History

Cornerstone Planning Group’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 		$118K Sell
549
-51
-9% -$10.1K 0.01% 224
2026
Q1 		$102K Buy
600
+160
+36% +$23.4K 0.01% 245
2025
Q4 		$71.7K Sell
440
-10
-2% -$1.17K 0.01% 271
2025
Q3 		$54.7K Buy
450
+100
+29% +$9.33K 0.01% 321
2025
Q2 		$30.9K Sell
350
-10
-3% -$752 0.01% 321
2025
Q1 		$23.7K Buy
360
+170
+89% +$12.2K 0.01% 375
2024
Q4 		$13.4K Sell
190
-40
-17% -$2.7K ﹤0.01% 370
2024
Q3 		$16K Sell
230
-110
-32% -$8.63K ﹤0.01% 337
2024
Q2 		$23.9K Sell
340
-210
-38% -$15.5K 0.01% 291
2024
Q1 		$38.3K Buy
550
+20
+4% +$1.28K 0.01% 204
2023
Q4 		$30.8K Sell
530
-90
-15% -$4.68K 0.01% 255
2023
Q3 		$28.4K Buy
620
+20
+3% +$959 0.01% 258
2023
Q2 		$29.1K Buy
+600
New +$25.1K 0.01% 342
2022
Q4 		$14.1K Buy
+350
New +$12.2K 0.01% 537

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Cornerstone Planning Group's KLAC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its KLA (KLAC) stake by 8.5% in Q2 2026, selling an estimated $10.1K and leaving 549 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #224.

Cornerstone Planning Group first reported a position in KLAC in Q4 2022 and has held it in 14 quarters since. 1,544 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Cornerstone Planning Group held 549 shares of KLA worth $118K as of Q2 2026.
  • Cornerstone Planning Group sold 51 KLA shares in Q2 2026, an estimated $10.1K.
  • KLA made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #224 holding.
  • Cornerstone Planning Group first reported a position in KLA in Q4 2022 and has held it in 14 quarters since.
  • 1,544 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.