Rothwell Investment Advisors, LLC’s KLA KLAC Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$681K	Buy	+3,496	New	+$686K	0.36%	53

Other funds holding KLAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Rothwell Investment Advisors, LLC's KLAC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in KLA (KLAC) in Q3 2026: 3,496 shares worth $681K. The stake represents 0.36% of the portfolio and ranks #53 among its holdings.

1,294 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Rothwell Investment Advisors, LLC held 3,496 shares of KLA worth $681K as of Q3 2026.
KLA was a new Rothwell Investment Advisors, LLC position in Q3 2026.
KLA made up 0.36% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #53 holding.
1,294 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.