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Colton Groome Financial Advisors’s KLA KLAC Stock Holding History

Colton Groome Financial 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 		$5.6M Buy
28,728
+8,225
+40% +$1.61M 1.31% 16
2026
Q2 		$6.19M Sell
20,503
-237
-1% -$47K 1.5% 13
2026
Q1 		$3.05M Sell
20,740
-6,330
-23% -$926K 0.87% 27
2025
Q4 		$3.29M Buy
27,070
+570
+2% +$66.9K 0.94% 26
2025
Q3 		$2.86M Sell
26,500
-1,280
-5% -$119K 0.88% 26
2025
Q2 		$2.49M Sell
27,780
-550
-2% -$41.4K 0.84% 27
2025
Q1 		$1.99M Sell
28,330
-1,450
-5% -$104K 0.77% 28
2024
Q4 		$1.88M Buy
29,780
+750
+3% +$50.7K 0.72% 32
2024
Q3 		$2.25M Buy
29,030
+1,850
+7% +$145K 0.84% 27
2024
Q2 		$2.24M Buy
27,180
+1,820
+7% +$134K 0.88% 26
2024
Q1 		$1.77M Buy
25,360
+900
+4% +$57.8K 0.71% 33
2023
Q4 		$1.42M Buy
24,460
+6,310
+35% +$328K 0.62% 36
2023
Q3 		$832K Buy
+18,150
New +$870K 0.42% 51

Other funds holding KLAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Colton Groome Financial Advisors's KLAC Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its KLA (KLAC) stake by 40% in Q3 2026, buying an estimated $1.61M and bringing the position to 28,728 shares worth $5.6M. The position accounts for 1.31% of the portfolio, ranked #16.

Colton Groome Financial Advisors first reported a position in KLAC in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.19M in Q2 2026. 67 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Colton Groome Financial Advisors held 28,728 shares of KLA worth $5.6M as of Q3 2026.
  • Colton Groome Financial Advisors bought 8,225 KLA shares in Q3 2026, an estimated $1.61M.
  • KLA made up 1.31% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #16 holding.
  • Colton Groome Financial Advisors first reported a position in KLA in Q3 2023 and has held it in 13 quarters since.
  • Colton Groome Financial Advisors's KLA position peaked at $6.19M in Q2 2026.
  • 67 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.