Cherry Tree Wealth Management
KLAC icon

Cherry Tree Wealth Management’s KLA KLAC Stock Holding History

Cherry Tree 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 		$23.4K Hold
120
– – ﹤0.01% 352
2026
Q2 		$36.2K Hold
120
– – 0.01% 313
2026
Q1 		$17.7K Hold
120
– – ﹤0.01% 362
2025
Q4 		$14.6K Hold
120
– – ﹤0.01% 384
2025
Q3 		$12.9K Hold
120
– – ﹤0.01% 381
2025
Q2 		$10.7K Sell
120
-170
-59% -$12.8K ﹤0.01% 403
2025
Q1 		$19.7K Hold
290
– – ﹤0.01% 355
2024
Q4 		$18.3K Hold
290
– – ﹤0.01% 348
2024
Q3 		$22.5K Hold
290
– – 0.01% 328
2024
Q2 		$23.9K Buy
290
+170
+142% +$12.6K 0.01% 310
2024
Q1 		$8.38K Hold
120
– – ﹤0.01% 395
2023
Q4 		$6.98K Hold
120
– – ﹤0.01% 399
2023
Q3 		$5.5K Buy
120
+100
+500% +$4.8K ﹤0.01% 395
2023
Q2 		$971 Buy
+20
New +$836 ﹤0.01% 540

Other funds holding KLAC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cherry Tree Wealth Management's KLAC Position: Q3 2026 in Review

Cherry Tree Wealth Management held its KLA (KLAC) position steady in Q3 2026 at 120 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Cherry Tree Wealth Management first reported a position in KLAC in Q2 2023 and has held it in 14 quarters since. The position peaked at $36.2K in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Cherry Tree Wealth Management held 120 shares of KLA worth $23.4K as of Q3 2026.
  • Cherry Tree Wealth Management left its KLA share count unchanged in Q3 2026.
  • KLA made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #352 holding.
  • Cherry Tree Wealth Management first reported a position in KLA in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's KLA position peaked at $36.2K in Q2 2026.
  • 637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.