Financial Perspectives’s KLA KLAC Stock Holding History

Financial Perspectives’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	$42.4K	Buy	141 +1	+0.7%	+$199	0.01%	355
2026 Q1	$20.7K	Hold	140	–	–	0.01%	430
2025 Q4	$17.1K	Hold	140	–	–	﹤0.01%	456
2025 Q3	$15.1K	Hold	140	–	–	﹤0.01%	466
2025 Q2	$12.5K	Hold	140	–	–	﹤0.01%	479
2025 Q1	$9.48K	Hold	140	–	–	﹤0.01%	505
2024 Q4	$8.77K	Hold	140	–	–	﹤0.01%	520
2024 Q3	$10.7K	Hold	140	–	–	﹤0.01%	469
2024 Q2	$11.4K	Hold	140	–	–	﹤0.01%	450
2024 Q1	$9.66K	Hold	140	–	–	﹤0.01%	462
2023 Q4	$8.02K	Hold	140	–	–	﹤0.01%	498
2023 Q3	$6.31K	Hold	140	–	–	﹤0.01%	497
2023 Q2	$6.66K	Hold	140	–	–	﹤0.01%	486
2023 Q1	$5.46K	Hold	140	–	–	﹤0.01%	503
2022 Q4	$5.14K	Hold	140	–	–	﹤0.01%	508
2022 Q3	$4.11K	Hold	140	–	–	﹤0.01%	523
2022 Q2	$4.32K	Buy	140 +10	+8%	+$336	﹤0.01%	533
2022 Q1	$4.94K	Hold	130	–	–	﹤0.01%	542
2021 Q4	$5.79K	Hold	130	–	–	﹤0.01%	495
2021 Q3	$4.49K	Hold	130	–	–	﹤0.01%	529
2021 Q2	$4.34K	Hold	130	–	–	﹤0.01%	558
2021 Q1	$4.41K	Hold	130	–	–	﹤0.01%	529
2020 Q4	$3.44K	Hold	130	–	–	﹤0.01%	509
2020 Q3	$2.57K	Hold	130	–	–	﹤0.01%	481
2020 Q2	$2.57K	Hold	130	–	–	﹤0.01%	467
2020 Q1	$1.89K	Hold	130	–	–	﹤0.01%	457
2019 Q4	$2.33K	Buy	+130	New	+$2.18K	﹤0.01%	448

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

Financial Perspectives's KLAC Position: Q2 2026 in Review

Financial Perspectives increased its KLA (KLAC) stake by 0.71% in Q2 2026, buying an estimated $199 and bringing the position to 141 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #355.

Financial Perspectives first reported a position in KLAC in Q4 2019 and has held it in 27 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Financial Perspectives held 141 shares of KLA worth $42.4K as of Q2 2026.
Financial Perspectives bought 1 KLA share in Q2 2026, an estimated $199.
KLA made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #355 holding.
Financial Perspectives first reported a position in KLA in Q4 2019 and has held it in 27 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.