BetterWealth’s KLA KLAC Stock Holding History

BetterWealth’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	$524K	Hold	2,687	–	–	0.09%	47
2026 Q2	$811K	Buy	2,687 +7	+0.3%	+$1.39K	0.14%	39
2026 Q1	$394K	Hold	2,680	–	–	0.08%	50
2025 Q4	$325K	Hold	2,680	–	–	0.07%	46
2025 Q3	$289K	Hold	2,680	–	–	0.07%	54
2025 Q2	$240K	Sell	2,680 -1,840	-41%	-$138K	0.06%	55
2025 Q1	$307K	Sell	4,520 -690	-13%	-$49.7K	0.09%	44
2024 Q4	$328K	Buy	5,210 +10	+0.2%	+$676	0.09%	50
2024 Q3	$403K	Buy	5,200 +10	+0.2%	+$785	0.12%	43
2024 Q2	$428K	Hold	5,190	–	–	0.14%	38
2024 Q1	$362K	Buy	5,190 +70	+1%	+$4.5K	0.12%	47
2023 Q4	$298K	Buy	5,120 +10	+0.2%	+$520	0.1%	49
2023 Q3	$234K	Buy	+5,110	New	+$245K	0.09%	43

Other funds holding KLAC

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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

BetterWealth's KLAC Position: Q3 2026 in Review

BetterWealth held its KLA (KLAC) position steady in Q3 2026 at 2,687 shares worth $524K. The position accounts for 0.09% of the portfolio, ranked #47.

BetterWealth first reported a position in KLAC in Q3 2023 and has held it in 13 quarters since. The position peaked at $811K in Q2 2026. 390 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

BetterWealth held 2,687 shares of KLA worth $524K as of Q3 2026.
BetterWealth left its KLA share count unchanged in Q3 2026.
KLA made up 0.09% of BetterWealth's portfolio in Q3 2026, its #47 holding.
BetterWealth first reported a position in KLA in Q3 2023 and has held it in 13 quarters since.
BetterWealth's KLA position peaked at $811K in Q2 2026.
390 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.