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Summit Wealth Group (Colorado)’s KLA KLAC Stock Holding History

Summit Wealth Group (Colorado)’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 		$449K Buy
+1,489
New +$296K 0.04% 231
2025
Q4 		– Sell
-83,190
Closed -$1.29M – 364
2025
Q3 		$1.29M Buy
+83,190
New +$7.76M 0.2% 80

Other funds holding KLAC

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Summit Wealth Group (Colorado)'s KLAC Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in KLA (KLAC) in Q2 2026: 1,489 shares worth $449K. The stake represents 0.04% of the portfolio and ranks #231 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in KLAC as recently as Q3 2025.

Summit Wealth Group (Colorado) first reported a position in KLAC in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.29M in Q3 2025. 1,108 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,489 shares of KLA worth $449K as of Q2 2026.
  • KLA was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • KLA made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #231 holding.
  • Summit Wealth Group (Colorado) first reported a position in KLA in Q3 2025 and has held it in 2 quarters since.
  • Summit Wealth Group (Colorado)'s KLA position peaked at $1.29M in Q3 2025.
  • 1,108 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.