SteelPeak Wealth’s KLA KLAC Stock Holding History

SteelPeak Wealth’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
2023 Q1	–	Hold	0	–	-$151K	–	429
2022 Q4	–	Hold	0	–	–	–	381

Other funds holding KLAC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SteelPeak Wealth's KLAC Position: Q2 2026 in Review

SteelPeak Wealth increased its KLA (KLAC) stake by 14% in Q2 2026, buying an estimated $1.8M and bringing the position to 74,626 shares worth $22.5M. The position accounts for 0.58% of the portfolio, ranked #34.

SteelPeak Wealth first reported a position in KLAC in Q4 2019 and has held it in 8 quarters since. 1,250 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

SteelPeak Wealth held 74,626 shares of KLA worth $22.5M as of Q2 2026.
SteelPeak Wealth bought 9,086 KLA shares in Q2 2026, an estimated $1.8M.
KLA made up 0.58% of SteelPeak Wealth's portfolio in Q2 2026, its #34 holding.
SteelPeak Wealth first reported a position in KLA in Q4 2019 and has held it in 8 quarters since.
1,250 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.