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Intergy Private Wealth’s KLA KLAC Stock Holding History

Intergy Private 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
-959
Closed -$289K – 149
2026
Q2 		$289K Buy
+959
New +$190K 0.07% 107

Other funds holding KLAC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Intergy Private Wealth's KLAC Position: Q3 2026 in Review

Intergy Private Wealth sold out of KLA (KLAC) in Q3 2026, closing a stake of 959 shares — an estimated $289K sold.

Intergy Private Wealth first reported a position in KLAC in Q2 2026 and held it in 1 quarter. The position peaked at $289K in Q2 2026. 462 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Intergy Private Wealth reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
  • Intergy Private Wealth sold 959 KLA shares in Q3 2026, an estimated $289K.
  • Intergy Private Wealth first reported a position in KLA in Q2 2026 and held it in 1 quarter.
  • Intergy Private Wealth's KLA position peaked at $289K in Q2 2026.
  • 462 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.