Optimist Retirement Group’s KLA KLAC Stock Holding History

Optimist Retirement 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	$4.82M	Sell	15,985 -225	-1%	-$44.7K	1.86%	9
2026 Q1	$2.39M	Sell	16,210 -9,540	-37%	-$1.4M	1.05%	30
2025 Q4	$3.13M	Sell	25,750 -900	-3%	-$106K	1.43%	11
2025 Q3	$2.87M	Sell	26,650 -3,750	-12%	-$350K	1.3%	12
2025 Q2	$2.72M	Sell	30,400 -60	-0.2%	-$4.51K	1.31%	14
2025 Q1	$2.07M	Sell	30,460 -140	-0.5%	-$10.1K	1.04%	37
2024 Q4	$1.93M	Buy	30,600 +430	+1%	+$29.1K	0.91%	33
2024 Q3	$2.34M	Buy	30,170 +470	+2%	+$36.9K	1.05%	25
2024 Q2	$2.45M	Sell	29,700 -3,380	-10%	-$250K	1.29%	15
2024 Q1	$2.31M	Sell	33,080 -8,160	-20%	-$524K	1.19%	17
2023 Q4	$2.4M	Buy	+41,240	New	+$2.15M	1.56%	13

Other funds holding KLAC

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

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

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

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Optimist Retirement Group's KLAC Position: Q2 2026 in Review

Optimist Retirement Group reduced its KLA (KLAC) stake by 1.4% in Q2 2026, selling an estimated $44.7K and leaving 15,985 shares worth $4.82M. The position accounts for 1.86% of the portfolio, ranked #9.

Optimist Retirement Group first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 1,852 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Optimist Retirement Group held 15,985 shares of KLA worth $4.82M as of Q2 2026.
Optimist Retirement Group sold 225 KLA shares in Q2 2026, an estimated $44.7K.
KLA made up 1.86% of Optimist Retirement Group's portfolio in Q2 2026, its #9 holding.
Optimist Retirement Group first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
1,852 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.