Premier Path Wealth Partners’s KLA KLAC Stock Holding History

Premier Path Wealth Partners’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	$2.43M	Buy	8,070 +970	+14%	+$193K	0.28%	86
2026 Q1	$1.04M	Buy	7,100 +1,410	+25%	+$206K	0.14%	152
2025 Q4	$691K	Buy	5,690 +510	+10%	+$59.8K	0.09%	210
2025 Q3	$558K	Hold	5,180	–	–	0.07%	250
2025 Q2	$464K	Sell	5,180 -30	-0.6%	-$2.26K	0.06%	260
2025 Q1	$354K	Buy	5,210 +860	+20%	+$61.9K	0.06%	278
2024 Q4	$274K	Sell	4,350 -760	-15%	-$51.4K	0.04%	317
2024 Q3	$395K	Sell	5,110 -140	-3%	-$11K	0.06%	260
2024 Q2	$433K	Buy	5,250 +730	+16%	+$53.9K	0.07%	246
2024 Q1	$316K	Buy	4,520 +30	+0.7%	+$1.93K	0.06%	266
2023 Q4	$261K	Buy	+4,490	New	+$234K	0.06%	281

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Premier Path Wealth Partners's KLAC Position: Q2 2026 in Review

Premier Path Wealth Partners increased its KLA (KLAC) stake by 14% in Q2 2026, buying an estimated $193K and bringing the position to 8,070 shares worth $2.43M. The position accounts for 0.28% of the portfolio, ranked #86.

Premier Path Wealth Partners first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 2,484 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Premier Path Wealth Partners held 8,070 shares of KLA worth $2.43M as of Q2 2026.
Premier Path Wealth Partners bought 970 KLA shares in Q2 2026, an estimated $193K.
KLA made up 0.28% of Premier Path Wealth Partners's portfolio in Q2 2026, its #86 holding.
Premier Path Wealth Partners first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
2,484 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.