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Perigon Wealth Management’s KLA KLAC Stock Holding History

Perigon Wealth Management’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 		$15.4M Buy
51,053
+2,343
+5% +$465K 0.24% 82
2026
Q1 		$7.17M Buy
48,710
+2,430
+5% +$356K 0.13% 159
2025
Q4 		$5.62M Sell
46,280
-2,770
-6% -$325K 0.1% 185
2025
Q3 		$5.29M Buy
49,050
+50
+0.1% +$4.67K 0.11% 181
2025
Q2 		$4.39M Sell
49,000
-3,210
-6% -$241K 0.1% 195
2025
Q1 		$3.55M Sell
52,210
-660
-1% -$47.5K 0.09% 219
2024
Q4 		$3.95M Buy
52,870
+35,520
+205% +$2.4M 0.1% 200
2024
Q3 		$1.34M Buy
17,350
+1,910
+12% +$150K 0.04% 367
2024
Q2 		$1.27M Buy
15,440
+2,110
+16% +$156K 0.04% 322
2024
Q1 		$931K Buy
13,330
+5,840
+78% +$375K 0.03% 386
2023
Q4 		$436K Buy
7,490
+510
+7% +$26.5K 0.01% 539
2023
Q3 		$320K Sell
6,980
-420
-6% -$20.1K 0.01% 564
2023
Q2 		$359K Sell
7,400
-850
-10% -$35.5K 0.01% 547
2023
Q1 		$329K Buy
8,250
+240
+3% +$9.46K 0.02% 511
2022
Q4 		$302K Buy
+8,010
New +$279K 0.02% 523
2022
Q2 		– Sell
-6,470
Closed -$237K – 596
2022
Q1 		$237K Buy
6,470
+240
+4% +$8.98K 0.02% 542
2021
Q4 		$268K Buy
6,230
+250
+4% +$9.65K 0.02% 475
2021
Q3 		$200K Buy
+5,980
New +$200K 0.02% 516
2020
Q4 		– Sell
-11,530
Closed -$223K – 1070
2020
Q3 		$223K Buy
+11,530
New +$228K 0.03% 356
2017
Q4 		– Sell
-120
Closed -$1K – 641
2017
Q3 		$1K Hold
120
– – ﹤0.01% 623
2017
Q2 		$1K Hold
120
– – ﹤0.01% 572
2017
Q1 		$1K Hold
120
– – ﹤0.01% 609
2016
Q4 		$1K Buy
+120
New +$917 ﹤0.01% 693

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

Perigon Wealth Management's KLAC Position: Q2 2026 in Review

Perigon Wealth Management increased its KLA (KLAC) stake by 4.8% in Q2 2026, buying an estimated $465K and bringing the position to 51,053 shares worth $15.4M. The position accounts for 0.24% of the portfolio, ranked #82.

Perigon Wealth Management first reported a position in KLAC in Q4 2016 and has held it in 23 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Perigon Wealth Management held 51,053 shares of KLA worth $15.4M as of Q2 2026.
  • Perigon Wealth Management bought 2,343 KLA shares in Q2 2026, an estimated $465K.
  • KLA made up 0.24% of Perigon Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Perigon Wealth Management first reported a position in KLA in Q4 2016 and has held it in 23 quarters since.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.