Avidian Wealth Enterprises’s KLA KLAC Stock Holding History

Avidian Wealth Enterprises’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	$1.29M	Buy	6,641 +2,601	+64%	+$510K	0.04%	281
2026 Q2	$1.22M	Buy	4,040 +1,020	+34%	+$202K	0.03%	283
2026 Q1	$445K	Buy	3,020 +770	+34%	+$113K	0.01%	463
2025 Q4	$274K	Buy	2,250 +340	+18%	+$39.9K	0.01%	492
2025 Q3	$206K	Buy	+1,910	New	+$178K	0.01%	554
2017 Q3	–	Sell	-89,710	Closed	-$821K	–	99
2017 Q2	$821K	Buy	89,710 +110	+0.1%	+$1.1K	0.34%	24
2017 Q1	$852K	Buy	89,600 +22,870	+34%	+$201K	0.33%	25
2016 Q4	$525K	Buy	+66,730	New	+$510K	0.23%	34

Other funds holding KLAC

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Avidian Wealth Enterprises's KLAC Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its KLA (KLAC) stake by 64% in Q3 2026, buying an estimated $510K and bringing the position to 6,641 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #281.

Avidian Wealth Enterprises first reported a position in KLAC in Q4 2016 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Avidian Wealth Enterprises held 6,641 shares of KLA worth $1.29M as of Q3 2026.
Avidian Wealth Enterprises bought 2,601 KLA shares in Q3 2026, an estimated $510K.
KLA made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #281 holding.
Avidian Wealth Enterprises first reported a position in KLA in Q4 2016 and has held it in 8 quarters since.
67 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.