Accurate Wealth Management
KLAC icon

Accurate Wealth Management’s KLA KLAC Stock Holding History

Accurate Wealth Management’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 		$620K Sell
3,327
-146
-4% -$28.6K 0.05% 328
2026
Q2 		$801K Buy
3,473
+63
+2% +$12.5K 0.08% 256
2026
Q1 		$591K Buy
+3,410
New +$499K 0.07% 278
2023
Q1 		– Sell
-460
Closed -$19.1K – 874
2022
Q4 		$19.1K Buy
+460
New +$16K 0.01% 697

Other funds holding KLAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Accurate Wealth Management's KLAC Position: Q3 2026 in Review

Accurate Wealth Management reduced its KLA (KLAC) stake by 4.2% in Q3 2026, selling an estimated $28.6K and leaving 3,327 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #328.

Accurate Wealth Management first reported a position in KLAC in Q4 2022 and has held it in 4 quarters since. The position peaked at $801K in Q2 2026. 1,398 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Accurate Wealth Management held 3,327 shares of KLA worth $620K as of Q3 2026.
  • Accurate Wealth Management sold 146 KLA shares in Q3 2026, an estimated $28.6K.
  • KLA made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #328 holding.
  • Accurate Wealth Management first reported a position in KLA in Q4 2022 and has held it in 4 quarters since.
  • Accurate Wealth Management's KLA position peaked at $801K in Q2 2026.
  • 1,398 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.