IBEX Wealth Advisors
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IBEX Wealth Advisors’s KLA KLAC Stock Holding History

IBEX Wealth 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 		$1.35M Buy
6,907
+681
+11% +$134K 0.1% 101
2026
Q2 		$1.88M Sell
6,226
-14
-0.2% -$2.78K 0.15% 90
2026
Q1 		$919K Buy
+6,240
New +$913K 0.09% 117
2024
Q3 		– Sell
-37,830
Closed -$3.12M – 181
2024
Q2 		$3.12M Buy
+37,830
New +$2.79M 0.49% 65

Other funds holding KLAC

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

IBEX Wealth Advisors's KLAC Position: Q3 2026 in Review

IBEX Wealth Advisors increased its KLA (KLAC) stake by 11% in Q3 2026, buying an estimated $134K and bringing the position to 6,907 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #101.

IBEX Wealth Advisors first reported a position in KLAC in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.12M in Q2 2024. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • IBEX Wealth Advisors held 6,907 shares of KLA worth $1.35M as of Q3 2026.
  • IBEX Wealth Advisors bought 681 KLA shares in Q3 2026, an estimated $134K.
  • KLA made up 0.1% of IBEX Wealth Advisors's portfolio in Q3 2026, its #101 holding.
  • IBEX Wealth Advisors first reported a position in KLA in Q2 2024 and has held it in 4 quarters since.
  • IBEX Wealth Advisors's KLA position peaked at $3.12M in Q2 2024.
  • 1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.