IMG Wealth Management
KLAC icon

IMG Wealth Management’s KLA KLAC Stock Holding History

IMG 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 		$68.8K Sell
353
-197
-36% -$38.6K 0.04% 168
2026
Q2 		$166K Buy
550
+220
+67% +$43.7K 0.09% 123
2026
Q1 		$48.6K Buy
330
+140
+74% +$20.5K 0.03% 175
2025
Q4 		$23.1K Buy
190
+20
+12% +$2.35K 0.01% 226
2025
Q3 		$18.3K Hold
170
– – 0.01% 211
2025
Q2 		$15.2K Buy
+170
New +$12.8K 0.01% 221

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

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

IMG Wealth Management reduced its KLA (KLAC) stake by 36% in Q3 2026, selling an estimated $38.6K and leaving 353 shares worth $68.8K. The position accounts for 0.04% of the portfolio, ranked #168.

IMG Wealth Management first reported a position in KLAC in Q2 2025 and has held it in 6 quarters since. The position peaked at $166K in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • IMG Wealth Management held 353 shares of KLA worth $68.8K as of Q3 2026.
  • IMG Wealth Management sold 197 KLA shares in Q3 2026, an estimated $38.6K.
  • KLA made up 0.04% of IMG Wealth Management's portfolio in Q3 2026, its #168 holding.
  • IMG Wealth Management first reported a position in KLA in Q2 2025 and has held it in 6 quarters since.
  • IMG Wealth Management's KLA position peaked at $166K in Q2 2026.
  • 1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.