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Atwood & Palmer’s KLA KLAC Stock Holding History

Atwood & Palmer’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 		$89.7K Hold
460
– – ﹤0.01% 219
2026
Q2 		$139K Hold
460
– – 0.01% 180
2026
Q1 		$67.7K Hold
460
– – ﹤0.01% 227
2025
Q4 		$55.9K Hold
460
– – ﹤0.01% 231
2025
Q3 		$49.6K Hold
460
– – ﹤0.01% 241
2025
Q2 		$41.2K Buy
460
+250
+119% +$18.8K ﹤0.01% 253
2025
Q1 		$14.3K Hold
210
– – ﹤0.01% 311
2024
Q4 		$13.2K Buy
+210
New +$14.2K ﹤0.01% 314

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

Atwood & Palmer's KLAC Position: Q3 2026 in Review

Atwood & Palmer held its KLA (KLAC) position steady in Q3 2026 at 460 shares worth $89.7K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Atwood & Palmer first reported a position in KLAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $139K in Q2 2026. 67 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Atwood & Palmer held 460 shares of KLA worth $89.7K as of Q3 2026.
  • Atwood & Palmer left its KLA share count unchanged in Q3 2026.
  • KLA made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #219 holding.
  • Atwood & Palmer first reported a position in KLA in Q4 2024 and has held it in 8 quarters since.
  • Atwood & Palmer's KLA position peaked at $139K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.