Dynamic Wealth Strategies’s KLA KLAC Stock Holding History

Dynamic Wealth Strategies’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	$257K	Buy	1,318 +113	+9%	+$22.2K	0.14%	68
2026 Q2	$364K	Sell	1,205 -655	-35%	-$130K	0.19%	53
2026 Q1	$274K	Sell	1,860 -80	-4%	-$11.7K	0.16%	65
2025 Q4	$236K	Sell	1,940 -350	-15%	-$41.1K	0.14%	71
2025 Q3	$247K	Sell	2,290 -300	-12%	-$28K	0.17%	64
2025 Q2	$232K	Sell	2,590 -240	-8%	-$18.1K	0.17%	60
2025 Q1	$192K	Buy	+2,830	New	+$204K	0.16%	69
2024 Q4	–	Sell	-2,960	Closed	-$229K	–	157
2024 Q3	$229K	Buy	2,960 +10	+0.3%	+$785	0.19%	61
2024 Q2	$243K	Hold	2,950	–	–	0.21%	58
2024 Q1	$206K	Sell	2,950 -20	-0.7%	-$1.28K	0.18%	60
2023 Q4	$173K	Buy	+2,970	New	+$155K	0.16%	66

Other funds holding KLAC

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dynamic Wealth Strategies's KLAC Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its KLA (KLAC) stake by 9.4% in Q3 2026, buying an estimated $22.2K and bringing the position to 1,318 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #68.

Dynamic Wealth Strategies first reported a position in KLAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $364K in Q2 2026. 1,294 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Dynamic Wealth Strategies held 1,318 shares of KLA worth $257K as of Q3 2026.
Dynamic Wealth Strategies bought 113 KLA shares in Q3 2026, an estimated $22.2K.
KLA made up 0.14% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #68 holding.
Dynamic Wealth Strategies first reported a position in KLA in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's KLA position peaked at $364K in Q2 2026.
1,294 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.