Herold Advisors
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Herold Advisors’s KLA KLAC Stock Holding History

Herold Advisors’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 		$1.67M Buy
8,544
+684
+9% +$134K 0.33% 79
2026
Q2 		$2.37M Sell
7,860
-830
-10% -$165K 0.47% 59
2026
Q1 		$1.28M Sell
8,690
-1,440
-14% -$211K 0.28% 90
2025
Q4 		$1.23M Sell
10,130
-280
-3% -$32.8K 0.28% 93
2025
Q3 		$1.12M Buy
10,410
+3,030
+41% +$283K 0.26% 99
2025
Q2 		$661K Sell
7,380
-3,060
-29% -$230K 0.14% 160
2025
Q1 		$710K Sell
10,440
-4,860
-32% -$350K 0.16% 147
2024
Q4 		$964K Sell
15,300
-1,390
-8% -$93.9K 0.21% 124
2024
Q3 		$1.29M Sell
16,690
-480
-3% -$37.7K 0.28% 103
2024
Q2 		$1.42M Buy
17,170
+490
+3% +$36.2K 0.33% 83
2024
Q1 		$1.17M Buy
+16,680
New +$1.07M 0.28% 103
2022
Q1 		– Sell
-47,700
Closed -$2.05M – 727
2021
Q4 		$2.05M Hold
47,700
– – 0.8% 36
2021
Q3 		$1.6M Buy
+47,700
New +$1.59M 0.62% 49

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

Herold Advisors's KLAC Position: Q3 2026 in Review

Herold Advisors increased its KLA (KLAC) stake by 8.7% in Q3 2026, buying an estimated $134K and bringing the position to 8,544 shares worth $1.67M. The position accounts for 0.33% of the portfolio, ranked #79.

Herold Advisors first reported a position in KLAC in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.37M in Q2 2026. 659 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Herold Advisors held 8,544 shares of KLA worth $1.67M as of Q3 2026.
  • Herold Advisors bought 684 KLA shares in Q3 2026, an estimated $134K.
  • KLA made up 0.33% of Herold Advisors's portfolio in Q3 2026, its #79 holding.
  • Herold Advisors first reported a position in KLA in Q3 2021 and has held it in 13 quarters since.
  • Herold Advisors's KLA position peaked at $2.37M in Q2 2026.
  • 659 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.