Global Financial Private Client’s KLA KLAC Stock Holding History

Global Financial Private Client’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	$241K	Buy	1,234 +9	+0.7%	+$1.77K	0.07%	221
2026 Q2	$370K	Buy	+1,225	New	+$243K	0.1%	193
2025 Q2	–	Sell	-940	Closed	-$63.9K	–	941
2025 Q1	$63.9K	Buy	940 +480	+104%	+$34.6K	0.02%	311
2024 Q4	$29K	Buy	460 +20	+5%	+$1.35K	0.01%	378
2024 Q3	$34.1K	Buy	440 +410	+1,367%	+$32.2K	0.01%	357
2024 Q2	$2.47K	Hold	30	–	–	﹤0.01%	558
2024 Q1	$2.13K	Hold	30	–	–	﹤0.01%	587
2023 Q4	$1.74K	Hold	30	–	–	﹤0.01%	593
2023 Q3	$1.38K	Hold	30	–	–	﹤0.01%	599
2023 Q2	$1.45K	Hold	30	–	–	﹤0.01%	596
2023 Q1	$1.2K	Hold	30	–	–	﹤0.01%	612
2022 Q4	$1.13K	Hold	30	–	–	﹤0.01%	604
2022 Q3	$950	Hold	30	–	–	﹤0.01%	583
2022 Q2	$889	Hold	30	–	–	﹤0.01%	575
2022 Q1	$1.08K	Hold	30	–	–	﹤0.01%	575
2021 Q4	$1.29K	Hold	30	–	–	﹤0.01%	554
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	528
2021 Q2	$935	Hold	30	–	–	﹤0.01%	540
2021 Q1	$1.04K	Hold	30	–	–	﹤0.01%	499
2020 Q4	$777	Buy	+30	New	+$699	﹤0.01%	503

Other funds holding KLAC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Global Financial Private Client's KLAC Position: Q3 2026 in Review

Global Financial Private Client increased its KLA (KLAC) stake by 0.73% in Q3 2026, buying an estimated $1.77K and bringing the position to 1,234 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #221.

Global Financial Private Client first reported a position in KLAC in Q4 2020 and has held it in 20 quarters since. The position peaked at $370K in Q2 2026. 1,999 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Global Financial Private Client held 1,234 shares of KLA worth $241K as of Q3 2026.
Global Financial Private Client bought 9 KLA shares in Q3 2026, an estimated $1.77K.
KLA made up 0.07% of Global Financial Private Client's portfolio in Q3 2026, its #221 holding.
Global Financial Private Client first reported a position in KLA in Q4 2020 and has held it in 20 quarters since.
Global Financial Private Client's KLA position peaked at $370K in Q2 2026.
1,999 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.