Twin Peaks Wealth Advisors’s KLA KLAC Stock Holding History

Twin Peaks 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	$1.58M	Buy	5,241 +231	+5%	+$45.9K	0.36%	59
2026 Q1	$738K	Sell	5,010 -60	-1%	-$8.78K	0.19%	86
2025 Q4	$731K	Buy	5,070 +60	+1%	+$7.04K	0.21%	84
2025 Q3	$541K	Sell	5,010 -250	-5%	-$23.3K	0.18%	96
2025 Q2	$492K	Buy	5,260 +30	+0.6%	+$2.26K	0.16%	95
2025 Q1	$354K	Buy	5,230 +240	+5%	+$17.3K	0.16%	104
2024 Q4	$314K	Buy	4,990 +520	+12%	+$35.1K	0.13%	106
2024 Q3	$346K	Buy	4,470 +50	+1%	+$3.92K	0.16%	95
2024 Q2	$364K	Buy	4,420 +50	+1%	+$3.69K	0.18%	91
2024 Q1	$305K	Sell	4,370 -180	-4%	-$11.6K	0.17%	103
2023 Q4	$264K	Buy	+4,550	New	+$237K	0.17%	101

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

Twin Peaks Wealth Advisors's KLAC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its KLA (KLAC) stake by 4.6% in Q2 2026, buying an estimated $45.9K and bringing the position to 5,241 shares worth $1.58M. The position accounts for 0.36% of the portfolio, ranked #59.

Twin Peaks Wealth Advisors first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. 2,489 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Twin Peaks Wealth Advisors held 5,241 shares of KLA worth $1.58M as of Q2 2026.
Twin Peaks Wealth Advisors bought 231 KLA shares in Q2 2026, an estimated $45.9K.
KLA made up 0.36% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Twin Peaks Wealth Advisors first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
2,489 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.