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Investment Partners Asset Management’s KLA KLAC Stock Holding History

Investment Partners Asset 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 		– Sell
-880
Closed -$266K – 177
2026
Q2 		$266K Buy
+880
New +$175K 0.15% 147

Other funds holding KLAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Investment Partners Asset Management's KLAC Position: Q3 2026 in Review

Investment Partners Asset Management sold out of KLA (KLAC) in Q3 2026, closing a stake of 880 shares — an estimated $266K sold.

Investment Partners Asset Management first reported a position in KLAC in Q2 2026 and held it in 1 quarter. The position peaked at $266K in Q2 2026. 74 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Investment Partners Asset Management reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
  • Investment Partners Asset Management sold 880 KLA shares in Q3 2026, an estimated $266K.
  • Investment Partners Asset Management first reported a position in KLA in Q2 2026 and held it in 1 quarter.
  • Investment Partners Asset Management's KLA position peaked at $266K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.