Endowment Wealth Management
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Endowment Wealth Management’s KLA KLAC Stock Holding History

Endowment 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 		$343K Buy
+1,762
New +$346K 0.12% 119

Other funds holding KLAC

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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Endowment Wealth Management opened a new position in KLA (KLAC) in Q3 2026: 1,762 shares worth $343K. The stake represents 0.12% of the portfolio and ranks #119 among its holdings.

1,294 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Endowment Wealth Management held 1,762 shares of KLA worth $343K as of Q3 2026.
  • KLA was a new Endowment Wealth Management position in Q3 2026.
  • KLA made up 0.12% of Endowment Wealth Management's portfolio in Q3 2026, its #119 holding.
  • 1,294 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.