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Aletheian Wealth Advisors’s KLA KLAC Stock Holding History

Aletheian 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
Q3 		$343K Sell
1,759
-27
-2% -$5.3K 0.14% 80
2026
Q2 		$539K Buy
1,786
+76
+4% +$15.1K 0.23% 63
2026
Q1 		$252K Buy
+1,710
New +$250K 0.12% 82

Other funds holding KLAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Aletheian Wealth Advisors's KLAC Position: Q3 2026 in Review

Aletheian Wealth Advisors reduced its KLA (KLAC) stake by 1.5% in Q3 2026, selling an estimated $5.3K and leaving 1,759 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #80.

Aletheian Wealth Advisors first reported a position in KLAC in Q1 2026 and has held it in 3 quarters since. The position peaked at $539K in Q2 2026. 67 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Aletheian Wealth Advisors held 1,759 shares of KLA worth $343K as of Q3 2026.
  • Aletheian Wealth Advisors sold 27 KLA shares in Q3 2026, an estimated $5.3K.
  • KLA made up 0.14% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #80 holding.
  • Aletheian Wealth Advisors first reported a position in KLA in Q1 2026 and has held it in 3 quarters since.
  • Aletheian Wealth Advisors's KLA position peaked at $539K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.