Dakota Wealth Management
KLAC icon

Dakota Wealth Management’s KLA KLAC Stock Holding History

Dakota 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 		$98.3M Sell
504,261
-3,317
-0.7% -$651K 1.83% 9
2026
Q2 		$153M Sell
507,578
-118,412
-19% -$23.5M 2.92% 3
2026
Q1 		$92.2M Sell
625,990
-8,047,270
-93% -$1.18B 1.99% 5
2025
Q4 		$1.05B Sell
8,673,260
-57,660
-0.7% -$6.76M 18.7% 1
2025
Q3 		$942M Sell
8,730,920
-10,950
-0.1% -$1.02M 18.98% 1
2025
Q2 		$783M Sell
8,741,870
-38,300
-0.4% -$2.88M 16.49% 1
2025
Q1 		$597M Sell
8,780,170
-181,600
-2% -$13.1M 13.96% 1
2024
Q4 		$565M Sell
8,961,770
-13,780
-0.2% -$931K 12.99% 1
2024
Q3 		$695M Buy
8,975,550
+5,750
+0.1% +$451K 15.71% 1
2024
Q2 		$740M Sell
8,969,800
-11,400
-0.1% -$842K 17.38% 1
2024
Q1 		$627M Buy
+8,981,200
New +$577M 15.58% 1

Other funds holding KLAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

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

Dakota Wealth Management reduced its KLA (KLAC) stake by 0.65% in Q3 2026, selling an estimated $651K and leaving 504,261 shares worth $98.3M. The position accounts for 1.83% of the portfolio, ranked #9.

Dakota Wealth Management first reported a position in KLAC in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.05B in Q4 2025. 1,999 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Dakota Wealth Management held 504,261 shares of KLA worth $98.3M as of Q3 2026.
  • Dakota Wealth Management sold 3,317 KLA shares in Q3 2026, an estimated $651K.
  • KLA made up 1.83% of Dakota Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Dakota Wealth Management first reported a position in KLA in Q1 2024 and has held it in 11 quarters since.
  • Dakota Wealth Management's KLA position peaked at $1.05B in Q4 2025.
  • 1,999 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Dakota Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.