Activest Wealth Management
KLAC icon

Activest Wealth Management’s KLA KLAC Stock Holding History

Activest 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 		$12.3K Sell
63
-27
-30% -$5.3K ﹤0.01% 543
2026
Q2 		$27.2K Sell
90
-470
-84% -$93.3K 0.01% 381
2026
Q1 		$82.8K Buy
560
+150
+37% +$21.9K 0.01% 252
2025
Q4 		$49.8K Sell
410
-240
-37% -$28.2K 0.01% 319
2025
Q3 		$70.1K Buy
650
+130
+25% +$12.1K 0.01% 223
2025
Q2 		$46.6K Buy
520
+100
+24% +$7.52K 0.01% 221
2025
Q1 		$28.6K Buy
420
+410
+4,100% +$29.5K 0.01% 247
2024
Q4 		$630 Buy
+10
New +$676 ﹤0.01% 506
2023
Q3 		– Sell
-860
Closed -$41.2K – 366
2023
Q2 		$39.8K Buy
+860
New +$35.9K 0.03% 100

Other funds holding KLAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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

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

Activest Wealth Management reduced its KLA (KLAC) stake by 30% in Q3 2026, selling an estimated $5.3K and leaving 63 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Activest Wealth Management first reported a position in KLAC in Q2 2023 and has held it in 9 quarters since. The position peaked at $82.8K in Q1 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Activest Wealth Management held 63 shares of KLA worth $12.3K as of Q3 2026.
  • Activest Wealth Management sold 27 KLA shares in Q3 2026, an estimated $5.3K.
  • KLA made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #543 holding.
  • Activest Wealth Management first reported a position in KLA in Q2 2023 and has held it in 9 quarters since.
  • Activest Wealth Management's KLA position peaked at $82.8K in Q1 2026.
  • 1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.