Carter Financial Group’s KLA KLAC Stock Holding History

Carter Financial 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	–	Sell	-891	Closed	-$269K	–	136
2026 Q2	$269K	Buy	+891	New	+$177K	0.14%	103

Other funds holding KLAC

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

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

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 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

Carter Financial Group's KLAC Position: Q3 2026 in Review

Carter Financial Group sold out of KLA (KLAC) in Q3 2026, closing a stake of 891 shares — an estimated $269K sold.

Carter Financial Group first reported a position in KLAC in Q2 2026 and held it in 1 quarter. The position peaked at $269K in Q2 2026. 1,138 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Carter Financial Group reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
Carter Financial Group sold 891 KLA shares in Q3 2026, an estimated $269K.
Carter Financial Group first reported a position in KLA in Q2 2026 and held it in 1 quarter.
Carter Financial Group's KLA position peaked at $269K in Q2 2026.
1,138 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.