Forza Wealth Management
KLAC icon

Forza Wealth Management’s KLA KLAC Stock Holding History

Forza 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 		$253K Hold
1,300
– – 0.07% 177
2026
Q2 		$392K Buy
+1,300
New +$258K 0.12% 148
2023
Q3 		– Sell
-4,300
Closed -$209K – 183
2023
Q2 		$209K Buy
+4,300
New +$180K 0.11% 176

Other funds holding KLAC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

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

Forza Wealth Management held its KLA (KLAC) position steady in Q3 2026 at 1,300 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #177.

Forza Wealth Management first reported a position in KLAC in Q2 2023 and has held it in 3 quarters since. The position peaked at $392K in Q2 2026. 686 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Forza Wealth Management held 1,300 shares of KLA worth $253K as of Q3 2026.
  • Forza Wealth Management left its KLA share count unchanged in Q3 2026.
  • KLA made up 0.07% of Forza Wealth Management's portfolio in Q3 2026, its #177 holding.
  • Forza Wealth Management first reported a position in KLA in Q2 2023 and has held it in 3 quarters since.
  • Forza Wealth Management's KLA position peaked at $392K in Q2 2026.
  • 686 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.