Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.59M Sell
18,534
-3,956
-18% -$785K 3.42% 5
2026
Q1
$3.31M Sell
22,490
-2,530
-10% -$370K 2.36% 11
2025
Q4
$3.04M Buy
25,020
+3,710
+17% +$435K 2.02% 10
2025
Q3
$2.3M Buy
21,310
+500
+2% +$46.6K 1.92% 11
2025
Q2
$1.86M Buy
20,810
+2,690
+15% +$202K 1.7% 14
2025
Q1
$1.23M Sell
18,120
-950
-5% -$68.4K 1.36% 18
2024
Q4
$1.2M Buy
+19,070
New +$1.29M 1.3% 18

Other funds holding KLAC

Petros Family Wealth's KLAC Position: Q2 2026 in Review

Petros Family Wealth reduced its KLA (KLAC) stake by 18% in Q2 2026, selling an estimated $785K and leaving 18,534 shares worth $5.59M. The position accounts for 3.42% of the portfolio, ranked #5.

Petros Family Wealth first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 841 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Petros Family Wealth held 18,534 shares of KLA worth $5.59M as of Q2 2026.
  • Petros Family Wealth sold 3,956 KLA shares in Q2 2026, an estimated $785K.
  • KLA made up 3.42% of Petros Family Wealth's portfolio in Q2 2026, its #5 holding.
  • Petros Family Wealth first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
  • 841 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.