Charis Legacy Partners
KLAC icon

Charis Legacy Partners’s KLA KLAC Stock Holding History

Charis Legacy Partners’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 		$3.58M Hold
18,380
– – 4.43% 6
2026
Q2 		$5.55M Hold
18,380
– – 6.82% 5
2026
Q1 		$2.71M Hold
18,380
– – 3.96% 7
2025
Q4 		$2.23M Sell
18,380
-1,000
-5% -$117K 3.3% 9
2025
Q3 		$2.09M Hold
19,380
– – 3.12% 10
2025
Q2 		$1.74M Sell
19,380
-1,160
-6% -$87.3K 2.86% 10
2025
Q1 		$1.4M Buy
20,540
+2,000
+11% +$144K 2.64% 11
2024
Q4 		$1.17M Buy
+18,540
New +$1.25M 2.38% 11

Other funds holding KLAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Charis Legacy Partners's KLAC Position: Q3 2026 in Review

Charis Legacy Partners held its KLA (KLAC) position steady in Q3 2026 at 18,380 shares worth $3.58M. The position accounts for 4.43% of the portfolio, ranked #6.

Charis Legacy Partners first reported a position in KLAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.55M in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Charis Legacy Partners held 18,380 shares of KLA worth $3.58M as of Q3 2026.
  • Charis Legacy Partners left its KLA share count unchanged in Q3 2026.
  • KLA made up 4.43% of Charis Legacy Partners's portfolio in Q3 2026, its #6 holding.
  • Charis Legacy Partners first reported a position in KLA in Q4 2024 and has held it in 8 quarters since.
  • Charis Legacy Partners's KLA position peaked at $5.55M in Q2 2026.
  • 1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Charis Legacy Partners's 13F filing for Q3 2026, filed 22 Oct 2026.