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Peak Planning Group’s KLA KLAC Stock Holding History

Peak 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 		$10.1M Buy
33,422
+12
+0% +$2.38K 2.28% 12
2026
Q1 		$4.92M Hold
33,410
– – 1.36% 18
2025
Q4 		$4.06M Buy
+33,410
New +$3.92M 1.14% 19
2025
Q2 		– Sell
-33,130
Closed -$2.25M – 113
2025
Q1 		$2.25M Buy
33,130
+40
+0.1% +$2.88K 0.95% 22
2024
Q4 		$2.09M Buy
33,090
+750
+2% +$50.7K 0.87% 19
2024
Q3 		$2.5M Hold
32,340
– – 1.1% 18
2024
Q2 		$2.67M Hold
32,340
– – 1.31% 18
2024
Q1 		$2.26M Hold
32,340
– – 1.42% 17
2023
Q4 		$1.88M Hold
32,340
– – 1.35% 16
2023
Q3 		$1.48M Hold
32,340
– – 1.16% 20
2023
Q2 		$1.57M Hold
32,340
– – 1.17% 21
2023
Q1 		$1.29M Sell
32,340
-750
-2% -$29.6K 1.05% 22
2022
Q4 		$1.25M Sell
33,090
-210
-0.6% -$7.32K 1.1% 25
2022
Q3 		$1.01M Hold
33,300
– – 0.93% 25
2022
Q2 		$1.06M Buy
+33,300
New +$1.12M 0.89% 23
2021
Q4 		$1.52M Hold
35,250
– – 1.12% 19
2021
Q3 		$1.18M Buy
+35,250
New +$1.18M 1.01% 20
2021
Q1 		$1.16M Sell
35,250
-950
-3% -$28.6K 1.14% 19
2020
Q4 		$937K Hold
36,200
– – 1.06% 19
2020
Q3 		$701K Buy
+36,200
New +$715K 0.98% 22

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Peak Planning Group increased its KLA (KLAC) stake by 0.04% in Q2 2026, buying an estimated $2.38K and bringing the position to 33,422 shares worth $10.1M. The position accounts for 2.28% of the portfolio, ranked #12.

Peak Planning Group first reported a position in KLAC in Q3 2020 and has held it in 20 quarters since. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Peak Planning Group held 33,422 shares of KLA worth $10.1M as of Q2 2026.
  • Peak Planning Group bought 12 KLA shares in Q2 2026, an estimated $2.38K.
  • KLA made up 2.28% of Peak Planning Group's portfolio in Q2 2026, its #12 holding.
  • Peak Planning Group first reported a position in KLA in Q3 2020 and has held it in 20 quarters since.
  • 2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.