Centerpoint Advisors’s KLA KLAC Stock Holding History

Centerpoint Advisors’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	$133K	Hold	684	–	–	0.04%	116
2026 Q2	$206K	Sell	684 -46	-6%	-$9.13K	0.06%	88
2026 Q1	$108K	Hold	730	–	–	0.04%	111
2025 Q4	$89K	Sell	730 -10	-1%	-$1.17K	0.03%	126
2025 Q3	$80K	Buy	740 +80	+12%	+$7.46K	0.02%	138
2025 Q2	$59K	Buy	660 +10	+2%	+$752	0.02%	150
2025 Q1	$44K	Hold	650	–	–	0.02%	170
2024 Q4	$41K	Hold	650	–	–	0.01%	191
2024 Q3	$50K	Hold	650	–	–	0.02%	175
2024 Q2	$54K	Hold	650	–	–	0.02%	165
2024 Q1	$45K	Hold	650	–	–	0.02%	179
2023 Q4	$38K	Sell	650 -30	-4%	-$1.56K	0.01%	172
2023 Q3	$31K	Hold	680	–	–	0.01%	185
2023 Q2	$33K	Hold	680	–	–	0.01%	193
2023 Q1	$27K	Buy	680 +30	+5%	+$1.18K	0.01%	219
2022 Q4	$25K	Sell	650 -530	-45%	-$18.5K	0.01%	189
2022 Q3	$36K	Hold	1,180	–	–	0.02%	148
2022 Q2	$38K	Hold	1,180	–	–	0.02%	158
2022 Q1	$43K	Buy	+1,180	New	+$44.1K	0.02%	157

Other funds holding KLAC

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

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

Centerpoint Advisors's KLAC Position: Q3 2026 in Review

Centerpoint Advisors held its KLA (KLAC) position steady in Q3 2026 at 684 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #116.

Centerpoint Advisors first reported a position in KLAC in Q1 2022 and has held it in 19 quarters since. The position peaked at $206K in Q2 2026. 1,398 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Centerpoint Advisors held 684 shares of KLA worth $133K as of Q3 2026.
Centerpoint Advisors left its KLA share count unchanged in Q3 2026.
KLA made up 0.04% of Centerpoint Advisors's portfolio in Q3 2026, its #116 holding.
Centerpoint Advisors first reported a position in KLA in Q1 2022 and has held it in 19 quarters since.
Centerpoint Advisors's KLA position peaked at $206K in Q2 2026.
1,398 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.