BWM
KLAC icon

BigSur Wealth Management’s KLA KLAC Stock Holding History

BigSur 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
-913
Closed -$275K – 173
2026
Q2 		$275K Buy
+913
New +$181K 0.07% 142

Other funds holding KLAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

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

BigSur Wealth Management sold out of KLA (KLAC) in Q3 2026, closing a stake of 913 shares — an estimated $275K sold.

BigSur Wealth Management first reported a position in KLAC in Q2 2026 and held it in 1 quarter. The position peaked at $275K in Q2 2026. 181 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • BigSur Wealth Management reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
  • BigSur Wealth Management sold 913 KLA shares in Q3 2026, an estimated $275K.
  • BigSur Wealth Management first reported a position in KLA in Q2 2026 and held it in 1 quarter.
  • BigSur Wealth Management's KLA position peaked at $275K in Q2 2026.
  • 181 funds tracked by Wall St. Rank held KLA as of Q3 2026.

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