Harfst & Associates’s KLA KLAC Stock Holding History

Harfst & Associates’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	$4.2M	Sell	21,570 -411	-2%	-$80.6K	0.63%	23
2026 Q2	$6.63M	Sell	21,981 -549	-2%	-$109K	1.03%	17
2026 Q1	$3.32M	Buy	22,530 +250	+1%	+$36.6K	0.59%	27
2025 Q4	$2.71M	Sell	22,280 -910	-4%	-$107K	0.49%	31
2025 Q3	$2.5M	Buy	23,190 +470	+2%	+$43.8K	0.46%	36
2025 Q2	$2.04M	Buy	22,720 +13,530	+147%	+$1.02M	0.42%	40
2025 Q1	$625K	Buy	+9,190	New	+$662K	0.14%	85

Other funds holding KLAC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Harfst & Associates's KLAC Position: Q3 2026 in Review

Harfst & Associates reduced its KLA (KLAC) stake by 1.9% in Q3 2026, selling an estimated $80.6K and leaving 21,570 shares worth $4.2M. The position accounts for 0.63% of the portfolio, ranked #23.

Harfst & Associates first reported a position in KLAC in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.63M in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Harfst & Associates held 21,570 shares of KLA worth $4.2M as of Q3 2026.
Harfst & Associates sold 411 KLA shares in Q3 2026, an estimated $80.6K.
KLA made up 0.63% of Harfst & Associates's portfolio in Q3 2026, its #23 holding.
Harfst & Associates first reported a position in KLA in Q1 2025 and has held it in 7 quarters since.
Harfst & Associates's KLA position peaked at $6.63M in Q2 2026.
637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Harfst & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.