Aprio Wealth Management
KLAC icon

Aprio Wealth Management’s KLA KLAC Stock Holding History

Aprio 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 		$1.19M Sell
6,130
-281
-4% -$55.1K 0.05% 218
2026
Q2 		$1.93M Buy
6,411
+31
+0.5% +$6.15K 0.1% 150
2026
Q1 		$939K Buy
6,380
+1,090
+21% +$159K 0.05% 222
2025
Q4 		$707K Buy
5,290
+150
+3% +$17.6K 0.04% 250
2025
Q3 		$554K Buy
5,140
+300
+6% +$28K 0.06% 201
2025
Q2 		$433K Sell
4,840
-910
-16% -$68.5K 0.05% 215
2025
Q1 		$391K Buy
5,750
+980
+21% +$70.6K 0.05% 215
2024
Q4 		$301K Buy
4,770
+930
+24% +$62.9K 0.04% 215
2024
Q3 		$297K Buy
3,840
+70
+2% +$5.49K 0.05% 197
2024
Q2 		$311K Buy
3,770
+640
+20% +$47.3K 0.06% 160
2024
Q1 		$218K Buy
+3,130
New +$201K 0.04% 202

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

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

Aprio Wealth Management reduced its KLA (KLAC) stake by 4.4% in Q3 2026, selling an estimated $55.1K and leaving 6,130 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #218.

Aprio Wealth Management first reported a position in KLAC in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.93M in Q2 2026. 1,294 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Aprio Wealth Management held 6,130 shares of KLA worth $1.19M as of Q3 2026.
  • Aprio Wealth Management sold 281 KLA shares in Q3 2026, an estimated $55.1K.
  • KLA made up 0.05% of Aprio Wealth Management's portfolio in Q3 2026, its #218 holding.
  • Aprio Wealth Management first reported a position in KLA in Q1 2024 and has held it in 11 quarters since.
  • Aprio Wealth Management's KLA position peaked at $1.93M in Q2 2026.
  • 1,294 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.