Instrumental Wealth’s KLA KLAC Stock Holding History

Instrumental Wealth’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	–	Sell	-752	Closed	-$227K	–	91
2026 Q2	$227K	Buy	+752	New	+$149K	0.11%	82

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

Instrumental Wealth's KLAC Position: Q3 2026 in Review

Instrumental Wealth sold out of KLA (KLAC) in Q3 2026, closing a stake of 752 shares — an estimated $227K sold.

Instrumental Wealth first reported a position in KLAC in Q2 2026 and held it in 1 quarter. The position peaked at $227K in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Instrumental Wealth reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
Instrumental Wealth sold 752 KLA shares in Q3 2026, an estimated $227K.
Instrumental Wealth first reported a position in KLA in Q2 2026 and held it in 1 quarter.
Instrumental Wealth's KLA position peaked at $227K in Q2 2026.
637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.