Pinnacle Associates’s KLA KLAC Stock Holding History

Pinnacle Associates’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 Q1	$16.9M	Sell	114,730 -7,270	-6%	-$1.06M	0.22%	106
2025 Q4	$14.8M	Sell	122,000 -3,210	-3%	-$377K	0.19%	117
2025 Q3	$13.5M	Buy	125,210 +1,380	+1%	+$129K	0.18%	132
2025 Q2	$11.1M	Sell	123,830 -850	-0.7%	-$63.9K	0.16%	146
2025 Q1	$8.48M	Sell	124,680 -850	-0.7%	-$61.2K	0.12%	178
2024 Q4	$7.91M	Buy	125,530 +5,080	+4%	+$343K	0.11%	187
2024 Q3	$7M	Sell	120,450 -5,810	-5%	-$456K	0.12%	192
2024 Q2	$10.4M	Buy	126,260 +4,320	+4%	+$319K	0.16%	151
2024 Q1	$8.52M	Buy	121,940 +1,490	+1%	+$95.7K	0.13%	181
2023 Q4	$7M	Sell	120,450 -280	-0.2%	-$14.6K	0.12%	195
2023 Q3	$5.54M	Sell	120,730 -9,320	-7%	-$447K	0.1%	207
2023 Q2	$6.31M	Buy	130,050 +1,620	+1%	+$67.7K	0.11%	203
2023 Q1	$5.13M	Sell	128,430 -4,630	-3%	-$182K	0.1%	201
2022 Q4	$5.02M	Sell	133,060 -12,070	-8%	-$421K	0.11%	198
2022 Q3	$4.39M	Sell	145,130 -2,500	-2%	-$86.6K	0.1%	210
2022 Q2	$4.71M	Sell	147,630 -4,130	-3%	-$139K	0.1%	209
2022 Q1	$5.55M	Sell	151,760 -20,300	-12%	-$759K	0.1%	214
2021 Q4	$7.4M	Sell	172,060 -1,000	-0.6%	-$38.6K	0.13%	178
2021 Q3	$5.79M	Buy	173,060 +1,550	+0.9%	+$51.7K	0.11%	206
2021 Q2	$5.56M	Buy	171,510 +1,700	+1%	+$54.5K	0.1%	205
2021 Q1	$5.61M	Buy	169,810 +6,150	+4%	+$185K	0.11%	197
2020 Q4	$4.24M	Sell	163,660 -7,610	-4%	-$177K	0.09%	218
2020 Q3	$3.32M	Sell	171,270 -7,600	-4%	-$150K	0.08%	223
2020 Q2	$3.48M	Buy	178,870 +8,810	+5%	+$151K	0.09%	214
2020 Q1	$2.44M	Buy	170,060 +11,050	+7%	+$178K	0.07%	238
2019 Q4	$2.83M	Buy	159,010 +220	+0.1%	+$3.69K	0.06%	264
2019 Q3	$2.53M	Buy	158,790 +1,750	+1%	+$24.5K	0.06%	272
2019 Q2	$1.86M	Buy	157,040 +24,850	+19%	+$287K	0.04%	317
2019 Q1	$1.58M	Buy	132,190 +18,550	+16%	+$200K	0.04%	337
2018 Q4	$1.02M	Buy	113,640 +19,400	+21%	+$181K	0.03%	386
2018 Q3	$959K	Buy	94,240 +3,950	+4%	+$43.2K	0.02%	423
2018 Q2	$926K	Buy	90,290 +10,960	+14%	+$119K	0.02%	417
2018 Q1	$865K	Sell	79,330 -6,500	-8%	-$72.3K	0.02%	428
2017 Q4	$902K	Buy	85,830 +4,000	+5%	+$42.2K	0.02%	421
2017 Q3	$867K	Hold	81,830	–	–	0.02%	416
2017 Q2	$749K	Sell	81,830 -8,800	-10%	-$87.9K	0.01%	439
2017 Q1	$862K	Sell	90,630 -1,800	-2%	-$15.9K	0.02%	413
2016 Q4	$727K	Buy	92,430 +3,830	+4%	+$29.3K	0.01%	436
2016 Q3	$618K	Buy	88,600 +33,750	+62%	+$243K	0.01%	443
2016 Q2	$402K	Buy	54,850 +3,250	+6%	+$23.3K	0.01%	502
2016 Q1	$376K	Hold	51,600	–	–	0.01%	497
2015 Q4	$358K	Sell	51,600 -3,000	-5%	-$19.2K	0.01%	506
2015 Q3	$273K	Sell	54,600 -14,950	-21%	-$76.9K	0.01%	540
2015 Q2	$391K	Buy	69,550 +6,450	+10%	+$37.7K	0.01%	505
2015 Q1	$368K	Hold	63,100	–	–	0.01%	514
2014 Q4	$444K	Hold	63,100	–	–	0.01%	472
2014 Q3	$497K	Sell	63,100 -500	-0.8%	-$3.77K	0.01%	464
2014 Q2	$462K	Buy	63,600 +4,000	+7%	+$26.6K	0.01%	473
2014 Q1	$412K	Sell	59,600 -112,300	-65%	-$726K	0.01%	471
2013 Q4	$1.11M	Sell	171,900 -20,000	-10%	-$126K	0.02%	346
2013 Q3	$1.17M	Sell	191,900 -15,000	-7%	-$88K	0.02%	330
2013 Q2	$1.15M	Buy	+206,900	New	+$1.13M	0.03%	324

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Pinnacle Associates's KLAC Position: Q1 2026 in Review

Pinnacle Associates reduced its KLA (KLAC) stake by 6% in Q1 2026, selling an estimated $1.06M and leaving 114,730 shares worth $16.9M. The position accounts for 0.22% of the portfolio, ranked #106.

Pinnacle Associates first reported a position in KLAC in Q2 2013 and has held it in 52 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Pinnacle Associates held 114,730 shares of KLA worth $16.9M as of Q1 2026.
Pinnacle Associates sold 7,270 KLA shares in Q1 2026, an estimated $1.06M.
KLA made up 0.22% of Pinnacle Associates's portfolio in Q1 2026, its #106 holding.
Pinnacle Associates first reported a position in KLA in Q2 2013 and has held it in 52 quarters since.
2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.