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Summit Financial’s KLA KLAC Stock Holding History

Summit Financial’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 		$8.53M Sell
28,281
-2,249
-7% -$446K 0.09% 216
2026
Q1 		$4.5M Buy
30,530
+24,740
+427% +$3.62M 0.06% 341
2025
Q4 		$704K Sell
5,790
-210
-4% -$24.6K 0.01% 781
2025
Q3 		$648K Sell
6,000
-50
-0.8% -$4.67K 0.01% 794
2025
Q2 		$542K Sell
6,050
-3,070
-34% -$231K 0.01% 558
2025
Q1 		$620K Buy
9,120
+4,570
+100% +$329K 0.02% 461
2024
Q4 		$287K Sell
4,550
-110
-2% -$7.43K 0.01% 548
2024
Q3 		$361K Buy
4,660
+310
+7% +$24.3K 0.01% 431
2024
Q2 		$359K Buy
+4,350
New +$321K 0.02% 387

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Summit Financial's KLAC Position: Q2 2026 in Review

Summit Financial reduced its KLA (KLAC) stake by 7.4% in Q2 2026, selling an estimated $446K and leaving 28,281 shares worth $8.53M. The position accounts for 0.09% of the portfolio, ranked #216.

Summit Financial first reported a position in KLAC in Q2 2024 and has held it in 9 quarters since. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Summit Financial held 28,281 shares of KLA worth $8.53M as of Q2 2026.
  • Summit Financial sold 2,249 KLA shares in Q2 2026, an estimated $446K.
  • KLA made up 0.09% of Summit Financial's portfolio in Q2 2026, its #216 holding.
  • Summit Financial first reported a position in KLA in Q2 2024 and has held it in 9 quarters since.
  • 2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.