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Elevation Wealth Partners’s KLA KLAC Stock Holding History

Elevation Wealth Partners’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 		$597K Buy
3,064
+24
+0.8% +$4.71K 0.17% 78
2026
Q2 		$917K Buy
3,040
+20
+0.7% +$3.97K 0.27% 54
2026
Q1 		$444K Buy
3,020
+10
+0.3% +$1.46K 0.16% 80
2025
Q4 		$366K Buy
3,010
+100
+3% +$11.7K 0.13% 87
2025
Q3 		$314K Buy
2,910
+40
+1% +$3.73K 0.11% 96
2025
Q2 		$257K Hold
2,870
– – 0.1% 101
2025
Q1 		$195K Buy
2,870
+10
+0.3% +$720 0.08% 111
2024
Q4 		$180K Buy
2,860
+10
+0.4% +$676 0.08% 121
2024
Q3 		$221K Hold
2,850
– – 0.09% 107
2024
Q2 		$235K Buy
2,850
+10
+0.4% +$739 0.11% 100
2024
Q1 		$198K Sell
2,840
-1,850
-39% -$119K 0.1% 109
2023
Q4 		$215K Hold
4,690
– – 0.13% 96
2023
Q3 		$215K Hold
4,690
– – 0.19% 54
2023
Q2 		$227K Hold
4,690
– – 0.19% 54
2023
Q1 		$187K Buy
+4,690
New +$185K 0.17% 65

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

Elevation Wealth Partners's KLAC Position: Q3 2026 in Review

Elevation Wealth Partners increased its KLA (KLAC) stake by 0.79% in Q3 2026, buying an estimated $4.71K and bringing the position to 3,064 shares worth $597K. The position accounts for 0.17% of the portfolio, ranked #78.

Elevation Wealth Partners first reported a position in KLAC in Q1 2023 and has held it in 15 quarters since. The position peaked at $917K in Q2 2026. 67 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Elevation Wealth Partners held 3,064 shares of KLA worth $597K as of Q3 2026.
  • Elevation Wealth Partners bought 24 KLA shares in Q3 2026, an estimated $4.71K.
  • KLA made up 0.17% of Elevation Wealth Partners's portfolio in Q3 2026, its #78 holding.
  • Elevation Wealth Partners first reported a position in KLA in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's KLA position peaked at $917K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.