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

Baldwin 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 		$43.1M Sell
221,227
-1,105
-0.5% -$217K 2.84% 7
2026
Q2 		$67.1M Sell
222,332
-43,188
-16% -$8.57M 4.39% 6
2026
Q1 		$39.1M Sell
265,520
-41,120
-13% -$6.02M 2.84% 8
2025
Q4 		$37.3M Sell
306,640
-65,590
-18% -$7.69M 2.38% 9
2025
Q3 		$40.1M Sell
372,230
-9,120
-2% -$851K 2.62% 9
2025
Q2 		$34.2M Sell
381,350
-4,430
-1% -$333K 2.32% 11
2025
Q1 		$26.2M Buy
385,780
+4,710
+1% +$339K 1.84% 13
2024
Q4 		$24M Buy
381,070
+23,370
+7% +$1.58M 1.66% 15
2024
Q3 		$27.7M Buy
357,700
+3,370
+1% +$264K 1.89% 10
2024
Q2 		$29.2M Sell
354,330
-23,170
-6% -$1.71M 2.28% 10
2024
Q1 		$26.4M Sell
377,500
-11,680
-3% -$750K 1.99% 12
2023
Q4 		$22.6M Sell
389,180
-1,920
-0.5% -$100K 1.78% 14
2023
Q3 		$17.9M Sell
391,100
-4,710
-1% -$226K 1.54% 19
2023
Q2 		$19.2M Buy
395,810
+3,160
+0.8% +$132K 1.57% 16
2023
Q1 		$15.7M Buy
392,650
+130
+0% +$5.12K 1.37% 22
2022
Q4 		$14.8M Sell
392,520
-720
-0.2% -$25.1K 1.34% 20
2022
Q3 		$11.9M Buy
393,240
+200,550
+104% +$6.95M 1.65% 19
2022
Q2 		$6.15M Buy
192,690
+183,540
+2,006% +$6.17M 0.8% 38
2022
Q1 		$335K Buy
9,150
+2,500
+38% +$93.5K 0.04% 155
2021
Q4 		$286K Hold
6,650
– – 0.03% 174
2021
Q3 		$222K Hold
6,650
– – 0.02% 189
2021
Q2 		$216K Sell
6,650
-2,000
-23% -$64.1K 0.02% 193
2021
Q1 		$286K Buy
8,650
+2,000
+30% +$60.3K 0.03% 148
2020
Q4 		$172K Buy
6,650
+6,500
+4,333% +$152K 0.02% 188
2020
Q3 		$3K Buy
+150
New +$2.96K ﹤0.01% 494
2018
Q4 		– Sell
-583,860
Closed -$5.94M – 524
2018
Q3 		$5.94M Buy
583,860
+3,570
+0.6% +$39K 0.83% 38
2018
Q2 		$5.95M Buy
580,290
+17,290
+3% +$188K 0.92% 36
2018
Q1 		$6.14M Buy
563,000
+53,050
+10% +$590K 0.99% 36
2017
Q4 		$5.36M Buy
509,950
+56,100
+12% +$591K 0.83% 44
2017
Q3 		$4.81M Buy
+453,850
New +$4.33M 0.77% 45

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

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

Baldwin Wealth Partners reduced its KLA (KLAC) stake by 0.5% in Q3 2026, selling an estimated $217K and leaving 221,227 shares worth $43.1M. The position accounts for 2.84% of the portfolio, ranked #7.

Baldwin Wealth Partners first reported a position in KLAC in Q3 2017 and has held it in 30 quarters since. The position peaked at $67.1M in Q2 2026. 916 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Baldwin Wealth Partners held 221,227 shares of KLA worth $43.1M as of Q3 2026.
  • Baldwin Wealth Partners sold 1,105 KLA shares in Q3 2026, an estimated $217K.
  • KLA made up 2.84% of Baldwin Wealth Partners's portfolio in Q3 2026, its #7 holding.
  • Baldwin Wealth Partners first reported a position in KLA in Q3 2017 and has held it in 30 quarters since.
  • Baldwin Wealth Partners's KLA position peaked at $67.1M in Q2 2026.
  • 916 funds tracked by Wall St. Rank held KLA as of Q3 2026.

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