Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s KLA KLAC Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$1.23M Sell
6,328
-77
-1% -$15.1K 0.12% 102
2026
Q2 		$1.93M Buy
6,405
+65
+1% +$12.9K 0.18% 72
2026
Q1 		$934K Buy
6,340
+330
+5% +$48.3K 0.1% 114
2025
Q4 		$730K Buy
6,010
+780
+15% +$91.5K 0.08% 135
2025
Q3 		$564K Sell
5,230
-30
-0.6% -$2.8K 0.07% 185
2025
Q2 		$471K Sell
5,260
-340
-6% -$25.6K 0.06% 205
2025
Q1 		$381K Buy
5,600
+240
+4% +$17.3K 0.06% 214
2024
Q4 		$338K Sell
5,360
-1,840
-26% -$124K 0.05% 227
2024
Q3 		$558K Sell
7,200
-20
-0.3% -$1.57K 0.08% 172
2024
Q2 		$595K Sell
7,220
-30
-0.4% -$2.22K 0.09% 153
2024
Q1 		$506K Sell
7,250
-190
-3% -$12.2K 0.07% 189
2023
Q4 		$432K Sell
7,440
-40
-0.5% -$2.08K 0.07% 194
2023
Q3 		$343K Sell
7,480
-10
-0.1% -$480 0.06% 224
2023
Q2 		$363K Hold
7,490
– – 0.06% 225
2023
Q1 		$299K Sell
7,490
-60
-0.8% -$2.36K 0.05% 271
2022
Q4 		$285K Sell
7,550
-2,670
-26% -$93.1K 0.05% 274
2022
Q3 		$310K Sell
10,220
-230
-2% -$7.97K 0.06% 230
2022
Q2 		$333K Buy
10,450
+4,900
+88% +$165K 0.06% 224
2022
Q1 		$203K Buy
5,550
+20
+0.4% +$748 0.04% 373
2021
Q4 		$238K Buy
+5,530
New +$213K 0.05% 316
2021
Q1 		– Sell
-4,070
Closed -$106K – 1188
2020
Q4 		$106K Buy
+4,070
New +$94.9K 0.03% 448

Other funds holding KLAC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Pinnacle Wealth Planning Services's KLAC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its KLA (KLAC) stake by 1.2% in Q3 2026, selling an estimated $15.1K and leaving 6,328 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #102.

Pinnacle Wealth Planning Services first reported a position in KLAC in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.93M in Q2 2026. 916 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Pinnacle Wealth Planning Services held 6,328 shares of KLA worth $1.23M as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 77 KLA shares in Q3 2026, an estimated $15.1K.
  • KLA made up 0.12% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #102 holding.
  • Pinnacle Wealth Planning Services first reported a position in KLA in Q4 2020 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's KLA position peaked at $1.93M in Q2 2026.
  • 916 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.