Greenline Wealth Management
KLAC icon

Greenline Wealth Management’s KLA KLAC Stock Holding History

Greenline 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 		$532K Buy
2,732
+218
+9% +$42.8K 0.41% 60
2026
Q2 		$759K Buy
2,514
+434
+21% +$86.2K 0.62% 45
2026
Q1 		$307K Buy
2,080
+150
+8% +$21.9K 0.35% 66
2025
Q4 		$234K Buy
+1,930
New +$226K 0.24% 71

Other funds holding KLAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

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

Greenline Wealth Management increased its KLA (KLAC) stake by 8.7% in Q3 2026, buying an estimated $42.8K and bringing the position to 2,732 shares worth $532K. The position accounts for 0.41% of the portfolio, ranked #60.

Greenline Wealth Management first reported a position in KLAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $759K in Q2 2026. 1,999 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Greenline Wealth Management held 2,732 shares of KLA worth $532K as of Q3 2026.
  • Greenline Wealth Management bought 218 KLA shares in Q3 2026, an estimated $42.8K.
  • KLA made up 0.41% of Greenline Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Greenline Wealth Management first reported a position in KLA in Q4 2025 and has held it in 4 quarters since.
  • Greenline Wealth Management's KLA position peaked at $759K in Q2 2026.
  • 1,999 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Greenline Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.