Encompass Wealth Advisors’s KLA KLAC Stock Holding History

Encompass Wealth Advisors’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	$3.56M	Buy	18,276 +9,166	+101%	+$1.8M	0.53%	31
2026 Q2	$2.75M	Hold	9,110	–	–	0.84%	24
2026 Q1	$1.34M	Hold	9,110	–	–	0.47%	33
2025 Q4	$1.11M	Hold	9,110	–	–	0.38%	41
2025 Q3	$983K	Sell	9,110 -900	-9%	-$84K	0.33%	45
2025 Q2	$897K	Sell	10,010 -20	-0.2%	-$1.5K	0.33%	45
2025 Q1	$682K	Hold	10,030	–	–	0.28%	50
2024 Q4	$632K	Buy	10,030 +30	+0.3%	+$2.03K	0.26%	51
2024 Q3	$774K	Hold	10,000	–	–	0.19%	107
2024 Q2	$825K	Hold	10,000	–	–	0.22%	92
2024 Q1	$699K	Hold	10,000	–	–	0.19%	113
2023 Q4	$581K	Hold	10,000	–	–	0.17%	110
2023 Q3	$459K	Hold	10,000	–	–	0.15%	122
2023 Q2	$485K	Hold	10,000	–	–	0.16%	118
2023 Q1	$399K	Hold	10,000	–	–	0.14%	133
2022 Q4	$377K	Hold	10,000	–	–	0.14%	129
2022 Q3	$303K	Hold	10,000	–	–	0.12%	147
2022 Q2	$319K	Hold	10,000	–	–	0.11%	147
2022 Q1	$366K	Hold	10,000	–	–	0.09%	154
2021 Q4	$430K	Hold	10,000	–	–	0.1%	144
2021 Q3	$334K	Hold	10,000	–	–	0.09%	169
2021 Q2	$324K	Hold	10,000	–	–	0.08%	178
2021 Q1	$307K	Hold	10,000	–	–	0.08%	181
2020 Q4	$259K	Buy	+10,000	New	+$233K	0.15%	91

Other funds holding KLAC

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

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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Encompass Wealth Advisors's KLAC Position: Q3 2026 in Review

Encompass Wealth Advisors increased its KLA (KLAC) stake by 101% in Q3 2026, buying an estimated $1.8M and bringing the position to 18,276 shares worth $3.56M. The position accounts for 0.53% of the portfolio, ranked #31.

Encompass Wealth Advisors first reported a position in KLAC in Q4 2020 and has held it in 24 quarters since. 1,105 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Encompass Wealth Advisors held 18,276 shares of KLA worth $3.56M as of Q3 2026.
Encompass Wealth Advisors bought 9,166 KLA shares in Q3 2026, an estimated $1.8M.
KLA made up 0.53% of Encompass Wealth Advisors's portfolio in Q3 2026, its #31 holding.
Encompass Wealth Advisors first reported a position in KLA in Q4 2020 and has held it in 24 quarters since.
1,105 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.