Lantz Financial’s KLA KLAC Stock Holding History

Lantz Financial’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	-946	Closed	-$285K	–	268
2026 Q2	$285K	Buy	+946	New	+$188K	0.05%	218

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

Lantz Financial's KLAC Position: Q3 2026 in Review

Lantz Financial sold out of KLA (KLAC) in Q3 2026, closing a stake of 946 shares — an estimated $285K sold.

Lantz Financial first reported a position in KLAC in Q2 2026 and held it in 1 quarter. The position peaked at $285K in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Lantz Financial reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
Lantz Financial sold 946 KLA shares in Q3 2026, an estimated $285K.
Lantz Financial first reported a position in KLA in Q2 2026 and held it in 1 quarter.
Lantz Financial's KLA position peaked at $285K in Q2 2026.
637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.