Invenio Wealth Partners’s KLA KLAC Stock Holding History

Invenio Wealth Partners’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	$649K	Sell	3,329 -51	-2%	-$10K	0.23%	46
2026 Q2	$1.02M	Hold	3,380	–	–	0.37%	36
2026 Q1	$498K	Sell	3,380 -1,200	-26%	-$176K	0.2%	53
2025 Q4	$557K	Buy	4,580 +50	+1%	+$5.86K	0.21%	55
2025 Q3	$489K	Sell	4,530 -110	-2%	-$10.3K	0.18%	60
2025 Q2	$416K	Buy	4,640 +410	+10%	+$30.8K	0.17%	63
2025 Q1	$288K	Sell	4,230 -140	-3%	-$10.1K	0.12%	72
2024 Q4	$275K	Buy	4,370 +90	+2%	+$6.08K	0.12%	82
2024 Q3	$331K	Buy	4,280 +520	+14%	+$40.8K	0.14%	66
2024 Q2	$310K	Buy	3,760 +400	+12%	+$29.6K	0.15%	69
2024 Q1	$235K	Buy	+3,360	New	+$216K	0.13%	89

Other funds holding KLAC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Invenio Wealth Partners's KLAC Position: Q3 2026 in Review

Invenio Wealth Partners reduced its KLA (KLAC) stake by 1.5% in Q3 2026, selling an estimated $10K and leaving 3,329 shares worth $649K. The position accounts for 0.23% of the portfolio, ranked #46.

Invenio Wealth Partners first reported a position in KLAC in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.02M in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Invenio Wealth Partners held 3,329 shares of KLA worth $649K as of Q3 2026.
Invenio Wealth Partners sold 51 KLA shares in Q3 2026, an estimated $10K.
KLA made up 0.23% of Invenio Wealth Partners's portfolio in Q3 2026, its #46 holding.
Invenio Wealth Partners first reported a position in KLA in Q1 2024 and has held it in 11 quarters since.
Invenio Wealth Partners's KLA position peaked at $1.02M in Q2 2026.
1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

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