Cornerstone Wealth Management’s KLA KLAC Stock Holding History

Cornerstone 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	$746K	Buy	3,825 +25	+0.7%	+$4.9K	0.03%	394
2026 Q2	$1.15M	Buy	3,800 +260	+7%	+$51.6K	0.05%	315
2026 Q1	$521K	Hold	3,540	–	–	0.03%	440
2025 Q4	$430K	Hold	3,540	–	–	0.02%	461
2025 Q3	$382K	Sell	3,540 -50	-1%	-$4.66K	0.02%	479
2025 Q2	$322K	Hold	3,590	–	–	0.02%	496
2025 Q1	$244K	Hold	3,590	–	–	0.02%	524
2024 Q4	$226K	Sell	3,590 -350	-9%	-$23.7K	0.02%	529
2024 Q3	$305K	Hold	3,940	–	–	0.02%	456
2024 Q2	$325K	Sell	3,940 -20	-0.5%	-$1.48K	0.03%	425
2024 Q1	$277K	Hold	3,960	–	–	0.02%	439
2023 Q4	$230K	Buy	+3,960	New	+$206K	0.02%	472
2022 Q1	–	Sell	-5,410	Closed	-$232K	–	500
2021 Q4	$232K	Buy	+5,410	New	+$209K	0.02%	454
2018 Q1	$661K	Buy	+63,090	New	+$702K	0.13%	161

Other funds holding KLAC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Cornerstone Wealth Management's KLAC Position: Q3 2026 in Review

Cornerstone Wealth Management increased its KLA (KLAC) stake by 0.66% in Q3 2026, buying an estimated $4.9K and bringing the position to 3,825 shares worth $746K. The position accounts for 0.03% of the portfolio, ranked #394.

Cornerstone Wealth Management first reported a position in KLAC in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.15M in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Cornerstone Wealth Management held 3,825 shares of KLA worth $746K as of Q3 2026.
Cornerstone Wealth Management bought 25 KLA shares in Q3 2026, an estimated $4.9K.
KLA made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #394 holding.
Cornerstone Wealth Management first reported a position in KLA in Q1 2018 and has held it in 14 quarters since.
Cornerstone Wealth Management's KLA position peaked at $1.15M in Q2 2026.
1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.