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Perennial Advisors’s KLA KLAC Stock Holding History

Perennial 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
Q2 		$2.71M Sell
8,980
-350
-4% -$69.5K 0.42% 61
2026
Q1 		$1.37M Sell
9,330
-170
-2% -$24.9K 0.23% 69
2025
Q4 		$1.15M Sell
9,500
-390
-4% -$45.7K 0.19% 64
2025
Q3 		$1.07M Sell
9,890
-2,100
-18% -$196K 0.18% 67
2025
Q2 		$1.07M Hold
11,990
– – 0.2% 65
2025
Q1 		$815K Buy
+11,990
New +$864K 0.16% 69
2024
Q2 		$1.22M Sell
14,770
-190
-1% -$14K 0.27% 63
2024
Q1 		$1.05M Hold
14,960
– – 0.24% 64
2023
Q4 		$870K Sell
14,960
-10
-0.1% -$520 0.21% 68
2023
Q3 		$687K Sell
14,970
-20
-0.1% -$959 0.19% 72
2023
Q2 		$727K Buy
+14,990
New +$626K 0.19% 74

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

Perennial Advisors's KLAC Position: Q2 2026 in Review

Perennial Advisors reduced its KLA (KLAC) stake by 3.8% in Q2 2026, selling an estimated $69.5K and leaving 8,980 shares worth $2.71M. The position accounts for 0.42% of the portfolio, ranked #61.

Perennial Advisors first reported a position in KLAC in Q2 2023 and has held it in 11 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Perennial Advisors held 8,980 shares of KLA worth $2.71M as of Q2 2026.
  • Perennial Advisors sold 350 KLA shares in Q2 2026, an estimated $69.5K.
  • KLA made up 0.42% of Perennial Advisors's portfolio in Q2 2026, its #61 holding.
  • Perennial Advisors first reported a position in KLA in Q2 2023 and has held it in 11 quarters since.
  • 2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.