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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Twin Peaks Wealth Advisors's KLAC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its KLA (KLAC) stake by 1.2% in Q1 2026, selling an estimated $8.78K and leaving 5,010 shares worth $738K. The position accounts for 0.19% of the portfolio, ranked #86.

Twin Peaks Wealth Advisors first reported a position in KLAC in Q4 2023 and has held it in 10 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 5,010 shares of KLA worth $738K as of Q1 2026.
  • Twin Peaks Wealth Advisors sold 60 KLA shares in Q1 2026, an estimated $8.78K.
  • KLA made up 0.19% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • Twin Peaks Wealth Advisors first reported a position in KLA in Q4 2023 and has held it in 10 quarters since.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.