Cooper Financial Group
KLAC icon

Cooper Financial Group’s KLA KLAC Stock Holding History

Cooper 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 		$866K Sell
4,441
-1,012
-19% -$199K 0.07% 185
2026
Q2 		$1.65M Sell
5,453
-927
-15% -$184K 0.14% 116
2026
Q1 		$940K Buy
6,380
+1,530
+32% +$224K 0.1% 170
2025
Q4 		$590K Sell
4,850
-360
-7% -$42.2K 0.06% 218
2025
Q3 		$562K Sell
5,210
-7,670
-60% -$716K 0.06% 221
2025
Q2 		$1.15M Sell
12,880
-4,980
-28% -$375K 0.14% 127
2025
Q1 		$1.21M Buy
17,860
+1,350
+8% +$97.2K 0.16% 118
2024
Q4 		$1.04M Buy
16,510
+2,240
+16% +$151K 0.13% 137
2024
Q3 		$1.11M Buy
14,270
+1,440
+11% +$113K 0.14% 127
2024
Q2 		$1.06M Sell
12,830
-170
-1% -$12.6K 0.16% 115
2024
Q1 		$908K Buy
13,000
+340
+3% +$21.8K 0.15% 132
2023
Q4 		$736K Buy
12,660
+230
+2% +$12K 0.13% 144
2023
Q3 		$570K Buy
12,430
+550
+5% +$26.4K 0.14% 172
2023
Q2 		$576K Buy
11,880
+300
+3% +$12.5K 0.14% 166
2023
Q1 		$462K Buy
11,580
+1,870
+19% +$73.7K 0.12% 184
2022
Q4 		$366K Sell
9,710
-740
-7% -$25.8K 0.11% 182
2022
Q3 		$316K Buy
10,450
+2,230
+27% +$77.2K 0.11% 176
2022
Q2 		$262K Sell
8,220
-10,150
-55% -$341K 0.1% 200
2022
Q1 		$673K Buy
18,370
+800
+5% +$29.9K 0.26% 91
2021
Q4 		$756K Sell
17,570
-490
-3% -$18.9K 0.29% 88
2021
Q3 		$604K Buy
18,060
+1,250
+7% +$41.7K 0.13% 114
2021
Q2 		$545K Buy
16,810
+1,110
+7% +$35.6K 0.11% 114
2021
Q1 		$519K Sell
15,700
-670
-4% -$20.2K 0.12% 121
2020
Q4 		$424K Sell
16,370
-3,530
-18% -$82.3K 0.09% 170
2020
Q3 		$386K Sell
19,900
-180
-0.9% -$3.56K 0.11% 127
2020
Q2 		$391K Buy
+20,080
New +$343K 0.13% 115
2020
Q1 		– Sell
-16,390
Closed -$292K – 169
2019
Q4 		$292K Buy
+16,390
New +$275K 0.12% 110

Other funds holding KLAC

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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Cooper Financial Group reduced its KLA (KLAC) stake by 19% in Q3 2026, selling an estimated $199K and leaving 4,441 shares worth $866K. The position accounts for 0.07% of the portfolio, ranked #185.

Cooper Financial Group first reported a position in KLAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.65M in Q2 2026. 979 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Cooper Financial Group held 4,441 shares of KLA worth $866K as of Q3 2026.
  • Cooper Financial Group sold 1,012 KLA shares in Q3 2026, an estimated $199K.
  • KLA made up 0.07% of Cooper Financial Group's portfolio in Q3 2026, its #185 holding.
  • Cooper Financial Group first reported a position in KLA in Q4 2019 and has held it in 27 quarters since.
  • Cooper Financial Group's KLA position peaked at $1.65M in Q2 2026.
  • 979 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.