IWN
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Independent Wealth Network’s KLA KLAC Stock Holding History

Independent Wealth Network’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 		$217K Buy
1,111
+26
+2% +$5.1K 0.05% 307
2026
Q2 		$327K Buy
+1,085
New +$215K 0.08% 236
2026
Q1 		– Sell
-2,010
Closed -$245K – 326
2025
Q4 		$245K Buy
+2,010
New +$236K 0.07% 231

Other funds holding KLAC

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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Independent Wealth Network's KLAC Position: Q3 2026 in Review

Independent Wealth Network increased its KLA (KLAC) stake by 2.4% in Q3 2026, buying an estimated $5.1K and bringing the position to 1,111 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #307.

Independent Wealth Network first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q2 2026. 1,790 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Independent Wealth Network held 1,111 shares of KLA worth $217K as of Q3 2026.
  • Independent Wealth Network bought 26 KLA shares in Q3 2026, an estimated $5.1K.
  • KLA made up 0.05% of Independent Wealth Network's portfolio in Q3 2026, its #307 holding.
  • Independent Wealth Network first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • Independent Wealth Network's KLA position peaked at $327K in Q2 2026.
  • 1,790 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.