RPWA
KLAC icon

Regent Peak Wealth Advisors’s KLA KLAC Stock Holding History

Regent Peak Wealth Advisors’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 		$688K Hold
2,280
– – 0.13% 75
2026
Q1 		$336K Sell
2,280
-20
-0.9% -$2.93K 0.07% 133
2025
Q4 		$279K Buy
2,300
+10
+0.4% +$1.17K 0.06% 145
2025
Q3 		$247K Buy
+2,290
New +$214K 0.05% 161
2021
Q1 		– Sell
-1,830
Closed -$47K – 589
2020
Q4 		$47K Buy
+1,830
New +$42.7K 0.02% 318

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Regent Peak Wealth Advisors's KLAC Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its KLA (KLAC) position steady in Q2 2026 at 2,280 shares worth $688K. The position accounts for 0.13% of the portfolio, ranked #75.

Regent Peak Wealth Advisors first reported a position in KLAC in Q4 2020 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,280 shares of KLA worth $688K as of Q2 2026.
  • Regent Peak Wealth Advisors left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.13% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Regent Peak Wealth Advisors first reported a position in KLA in Q4 2020 and has held it in 5 quarters since.
  • 476 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.