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Peak Financial Advisors’s KLA KLAC Stock Holding History

Peak Financial 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
Q1 		– Sell
-5,020
Closed -$610K – 83
2025
Q4 		$610K Sell
5,020
-23,510
-82% -$2.76M 0.27% 58
2025
Q3 		$3.08M Buy
+28,530
New +$2.66M 1.48% 17
2025
Q1 		– Sell
-16,200
Closed -$1.02M – 79
2024
Q4 		$1.02M Sell
16,200
-23,020
-59% -$1.56M 0.53% 43
2024
Q3 		$3.04M Buy
+39,220
New +$3.08M 1.56% 26

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Peak Financial Advisors's KLAC Position: Q1 2026 in Review

Peak Financial Advisors sold out of KLA (KLAC) in Q1 2026, closing a stake of 5,020 shares — an estimated $610K sold.

Peak Financial Advisors first reported a position in KLAC in Q3 2024 and held it in 4 quarters. The position peaked at $3.08M in Q3 2025. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Peak Financial Advisors reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 5,020 KLA shares in Q1 2026, an estimated $610K.
  • Peak Financial Advisors first reported a position in KLA in Q3 2024 and held it in 4 quarters.
  • Peak Financial Advisors's KLA position peaked at $3.08M in Q3 2025.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.