Ascent Wealth Partners
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Ascent Wealth Partners’s KLA KLAC Stock Holding History

Ascent Wealth Partners’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 		$7.18M Buy
36,830
+469
+1% +$92K 0.71% 41
2026
Q2 		$11M Buy
36,361
+761
+2% +$151K 1.1% 25
2026
Q1 		$5.24M Buy
35,600
+1,440
+4% +$211K 0.61% 55
2025
Q4 		$4.15M Buy
34,160
+370
+1% +$43.4K 0.48% 57
2025
Q3 		$3.64M Sell
33,790
-11,420
-25% -$1.07M 0.42% 58
2025
Q2 		$4.05M Buy
45,210
+480
+1% +$36.1K 0.5% 56
2025
Q1 		$3.04M Buy
44,730
+30
+0.1% +$2.16K 0.41% 56
2024
Q4 		$2.82M Buy
44,700
+40
+0.1% +$2.7K 0.38% 58
2024
Q3 		$3.46M Buy
44,660
+160
+0.4% +$12.6K 0.48% 48
2024
Q2 		$3.67M Sell
44,500
-380
-0.8% -$28.1K 0.54% 47
2024
Q1 		$3.14M Sell
44,880
-680
-1% -$43.7K 0.47% 52
2023
Q4 		$2.65M Buy
45,560
+1,370
+3% +$71.3K 0.43% 53
2023
Q3 		$2.03M Sell
44,190
-290
-0.7% -$13.9K 0.37% 58
2023
Q2 		$2.09M Buy
44,480
+1,770
+4% +$74K 0.37% 59
2023
Q1 		$1.7M Buy
42,710
+670
+2% +$26.4K 0.34% 64
2022
Q4 		$1.59M Buy
42,040
+6,820
+19% +$238K 0.34% 68
2022
Q3 		$1.07M Buy
+35,220
New +$1.22M 0.25% 84

Other funds holding KLAC

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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Ascent Wealth Partners's KLAC Position: Q3 2026 in Review

Ascent Wealth Partners increased its KLA (KLAC) stake by 1.3% in Q3 2026, buying an estimated $92K and bringing the position to 36,830 shares worth $7.18M. The position accounts for 0.71% of the portfolio, ranked #41.

Ascent Wealth Partners first reported a position in KLAC in Q3 2022 and has held it in 17 quarters since. The position peaked at $11M in Q2 2026. 916 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Ascent Wealth Partners held 36,830 shares of KLA worth $7.18M as of Q3 2026.
  • Ascent Wealth Partners bought 469 KLA shares in Q3 2026, an estimated $92K.
  • KLA made up 0.71% of Ascent Wealth Partners's portfolio in Q3 2026, its #41 holding.
  • Ascent Wealth Partners first reported a position in KLA in Q3 2022 and has held it in 17 quarters since.
  • Ascent Wealth Partners's KLA position peaked at $11M in Q2 2026.
  • 916 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.