Essential Partners’s Kulicke & Soffa KLIC Stock Holding History

Essential Partners’s Portfolio KLIC Stock Details KLIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$76.1K	Buy	807 +14	+2%	+$1.3K	0.03%	497
2026 Q2	$106K	Sell	793 -137	-15%	-$13.4K	0.05%	400
2026 Q1	$61.1K	Buy	930 +3	+0.3%	+$191	0.02%	550
2025 Q4	$42.2K	Sell	927 -27	-3%	-$1.14K	0.01%	656
2025 Q3	$38.8K	Buy	954 +129	+16%	+$4.78K	0.01%	670
2025 Q2	$28.5K	Buy	+825	New	+$26.8K	0.01%	586

Other funds holding KLIC

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Essential Partners's KLIC Position: Q3 2026 in Review

Essential Partners increased its Kulicke & Soffa (KLIC) stake by 1.8% in Q3 2026, buying an estimated $1.3K and bringing the position to 807 shares worth $76.1K. The position accounts for 0.03% of the portfolio, ranked #497.

Essential Partners first reported a position in KLIC in Q2 2025 and has held it in 6 quarters since. The position peaked at $106K in Q2 2026. 19 funds tracked by Wall St. Rank hold KLIC as of Q3 2026.

Essential Partners held 807 shares of Kulicke & Soffa worth $76.1K as of Q3 2026.
Essential Partners bought 14 Kulicke & Soffa shares in Q3 2026, an estimated $1.3K.
Kulicke & Soffa made up 0.03% of Essential Partners's portfolio in Q3 2026, its #497 holding.
Essential Partners first reported a position in Kulicke & Soffa in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Kulicke & Soffa position peaked at $106K in Q2 2026.
19 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.