Apella Capital
KLAC icon

Apella Capital’s KLA KLAC Stock Holding History

Apella Capital’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 		$743K Sell
3,775
-177
-4% -$34.7K 0.01% 440
2026
Q2 		$856K Buy
3,952
+592
+18% +$118K 0.01% 392
2026
Q1 		$602K Buy
3,360
+960
+40% +$140K 0.01% 428
2025
Q4 		$292K Buy
+2,400
New +$281K 0.01% 445

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

Apella Capital's KLAC Position: Q3 2026 in Review

Apella Capital reduced its KLA (KLAC) stake by 4.5% in Q3 2026, selling an estimated $34.7K and leaving 3,775 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #440.

Apella Capital first reported a position in KLAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $856K in Q2 2026. 1,294 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Apella Capital held 3,775 shares of KLA worth $743K as of Q3 2026.
  • Apella Capital sold 177 KLA shares in Q3 2026, an estimated $34.7K.
  • KLA made up 0.01% of Apella Capital's portfolio in Q3 2026, its #440 holding.
  • Apella Capital first reported a position in KLA in Q4 2025 and has held it in 4 quarters since.
  • Apella Capital's KLA position peaked at $856K in Q2 2026.
  • 1,294 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.