Perennial Investment Advisors’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$883K Buy
6,000
+2,000
+50% +$293K 0.07% 206
2025
Q4
$486K Hold
4,000
0.04% 286
2025
Q3
$431K Hold
4,000
0.04% 285
2025
Q2
$358K Buy
+4,000
New +$301K 0.03% 310
2024
Q4
Sell
-1,000
Closed -$77.4K 423
2024
Q3
$77.4K Buy
+1,000
New +$78.5K 0.01% 390
2023
Q4
Sell
-4,000
Closed -$183K 362
2023
Q3
$183K Hold
4,000
0.03% 320
2023
Q2
$194K Buy
+4,000
New +$167K 0.03% 319

Other funds holding KLAC

Perennial Investment Advisors's KLAC Position: Q1 2026 in Review

Perennial Investment Advisors increased its KLA (KLAC) stake by 30% in Q1 2026, buying an estimated $294K and bringing the position to 8,640 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #170.

Perennial Investment Advisors first reported a position in KLAC in Q1 2022 and has held it in 14 quarters since. 2,069 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Perennial Investment Advisors held 8,640 shares of KLA worth $1.27M as of Q1 2026.
  • Perennial Investment Advisors bought 2,010 KLA shares in Q1 2026, an estimated $294K.
  • KLA made up 0.1% of Perennial Investment Advisors's portfolio in Q1 2026, its #170 holding.
  • Perennial Investment Advisors first reported a position in KLA in Q1 2022 and has held it in 14 quarters since.
  • 2,069 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.