Boomfish Wealth Group’s KLA KLAC Stock Holding History

Boomfish Wealth Group’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	$4.82M	Buy	24,703 +4,330	+21%	+$849K	2.08%	13
2026 Q2	$6.15M	Sell	20,373 -7,807	-28%	-$1.55M	2.8%	10
2026 Q1	$4.15M	Sell	28,180 -910	-3%	-$133K	2.22%	8
2025 Q4	$3.53M	Sell	29,090 -3,760	-11%	-$441K	1.89%	11
2025 Q3	$3.54M	Buy	32,850 +360	+1%	+$33.6K	1.91%	11
2025 Q2	$2.91M	Sell	32,490 -4,690	-13%	-$353K	1.68%	21
2025 Q1	$2.53M	Sell	37,180 -690	-2%	-$49.7K	1.64%	18
2024 Q4	$2.39M	Buy	37,870 +5,850	+18%	+$395K	1.45%	26
2024 Q3	$2.48M	Buy	32,020 +1,730	+6%	+$136K	1.52%	25
2024 Q2	$2.5M	Sell	30,290 -6,840	-18%	-$505K	1.61%	18
2024 Q1	$2.59M	Sell	37,130 -6,090	-14%	-$391K	1.75%	16
2023 Q4	$2.51M	Buy	+43,220	New	+$2.25M	1.81%	15

Other funds holding KLAC

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Boomfish Wealth Group's KLAC Position: Q3 2026 in Review

Boomfish Wealth Group increased its KLA (KLAC) stake by 21% in Q3 2026, buying an estimated $849K and bringing the position to 24,703 shares worth $4.82M. The position accounts for 2.08% of the portfolio, ranked #13.

Boomfish Wealth Group first reported a position in KLAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.15M in Q2 2026. 979 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Boomfish Wealth Group held 24,703 shares of KLA worth $4.82M as of Q3 2026.
Boomfish Wealth Group bought 4,330 KLA shares in Q3 2026, an estimated $849K.
KLA made up 2.08% of Boomfish Wealth Group's portfolio in Q3 2026, its #13 holding.
Boomfish Wealth Group first reported a position in KLA in Q4 2023 and has held it in 12 quarters since.
Boomfish Wealth Group's KLA position peaked at $6.15M in Q2 2026.
979 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.