Baron Wealth Management’s KLA KLAC Stock Holding History

Baron 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	–	Sell	-985	Closed	-$297K	–	320
2026 Q2	$297K	Buy	+985	New	+$196K	0.08%	201

Other funds holding KLAC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

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

Baron Wealth Management sold out of KLA (KLAC) in Q3 2026, closing a stake of 985 shares — an estimated $297K sold.

Baron Wealth Management first reported a position in KLAC in Q2 2026 and held it in 1 quarter. The position peaked at $297K in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Baron Wealth Management reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
Baron Wealth Management sold 985 KLA shares in Q3 2026, an estimated $297K.
Baron Wealth Management first reported a position in KLA in Q2 2026 and held it in 1 quarter.
Baron Wealth Management's KLA position peaked at $297K in Q2 2026.
1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.