Avid Wealth Partners’s KLA KLAC Stock Holding History

Avid 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	–	Sell	-679	Closed	-$205K	–	87
2026 Q2	$205K	Buy	+679	New	+$135K	0.1%	75

Other funds holding KLAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Avid Wealth Partners sold out of KLA (KLAC) in Q3 2026, closing a stake of 679 shares — an estimated $205K sold.

Avid Wealth Partners first reported a position in KLAC in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 1,294 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Avid Wealth Partners reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
Avid Wealth Partners sold 679 KLA shares in Q3 2026, an estimated $205K.
Avid Wealth Partners first reported a position in KLA in Q2 2026 and held it in 1 quarter.
Avid Wealth Partners's KLA position peaked at $205K in Q2 2026.
1,294 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.