Aviso Wealth Management’s KLA KLAC Stock Holding History

Aviso 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	$630K	Buy	3,231 +213	+7%	+$41.8K	0.24%	79
2026 Q2	$911K	Buy	3,018 +18	+0.6%	+$3.57K	0.31%	62
2026 Q1	$442K	Buy	3,000 +730	+32%	+$107K	0.2%	100
2025 Q4	$276K	Hold	2,270	–	–	0.12%	127
2025 Q3	$245K	Sell	2,270 -230	-9%	-$21.5K	0.11%	126
2025 Q2	$224K	Buy	+2,500	New	+$188K	0.1%	136
2024 Q3	–	Sell	-3,180	Closed	-$262K	–	155
2024 Q2	$262K	Hold	3,180	–	–	0.16%	120
2024 Q1	$222K	Buy	+3,180	New	+$204K	0.14%	139

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

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

Aviso Wealth Management increased its KLA (KLAC) stake by 7.1% in Q3 2026, buying an estimated $41.8K and bringing the position to 3,231 shares worth $630K. The position accounts for 0.24% of the portfolio, ranked #79.

Aviso Wealth Management first reported a position in KLAC in Q1 2024 and has held it in 8 quarters since. The position peaked at $911K in Q2 2026. 1,398 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Aviso Wealth Management held 3,231 shares of KLA worth $630K as of Q3 2026.
Aviso Wealth Management bought 213 KLA shares in Q3 2026, an estimated $41.8K.
KLA made up 0.24% of Aviso Wealth Management's portfolio in Q3 2026, its #79 holding.
Aviso Wealth Management first reported a position in KLA in Q1 2024 and has held it in 8 quarters since.
Aviso Wealth Management's KLA position peaked at $911K in Q2 2026.
1,398 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.