JDH Wealth Management’s KLA KLAC Stock Holding History

JDH Wealth 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	-673	Closed	-$203K	–	63
2026 Q2	$203K	Buy	+673	New	+$134K	0.12%	59

Other funds holding KLAC

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

JDH Wealth Management's KLAC Position: Q3 2026 in Review

JDH Wealth Management sold out of KLA (KLAC) in Q3 2026, closing a stake of 673 shares — an estimated $203K sold.

JDH Wealth Management first reported a position in KLAC in Q2 2026 and held it in 1 quarter. The position peaked at $203K in Q2 2026. 1,419 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

JDH Wealth Management reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
JDH Wealth Management sold 673 KLA shares in Q3 2026, an estimated $203K.
JDH Wealth Management first reported a position in KLA in Q2 2026 and held it in 1 quarter.
JDH Wealth Management's KLA position peaked at $203K in Q2 2026.
1,419 funds tracked by Wall St. Rank held KLA as of Q3 2026.

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