Lebenthal Global Advisors
KLAC icon

Lebenthal Global Advisors’s KLA KLAC Stock Holding History

Lebenthal Global Advisors’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 		$1.83M Sell
9,370
-749
-7% -$147K 0.24% 73
2026
Q2 		$3.05M Buy
10,119
+519
+5% +$103K 0.41% 55
2026
Q1 		$1.41M Buy
9,600
+2,200
+30% +$322K 0.21% 76
2025
Q4 		$899K Buy
7,400
+1,950
+36% +$229K 0.14% 106
2025
Q3 		$588K Buy
5,450
+1,560
+40% +$146K 0.1% 135
2025
Q2 		$348K Buy
+3,890
New +$293K 0.07% 156

Other funds holding KLAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Lebenthal Global Advisors's KLAC Position: Q3 2026 in Review

Lebenthal Global Advisors reduced its KLA (KLAC) stake by 7.4% in Q3 2026, selling an estimated $147K and leaving 9,370 shares worth $1.83M. The position accounts for 0.24% of the portfolio, ranked #73.

Lebenthal Global Advisors first reported a position in KLAC in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.05M in Q2 2026. 1,398 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Lebenthal Global Advisors held 9,370 shares of KLA worth $1.83M as of Q3 2026.
  • Lebenthal Global Advisors sold 749 KLA shares in Q3 2026, an estimated $147K.
  • KLA made up 0.24% of Lebenthal Global Advisors's portfolio in Q3 2026, its #73 holding.
  • Lebenthal Global Advisors first reported a position in KLA in Q2 2025 and has held it in 6 quarters since.
  • Lebenthal Global Advisors's KLA position peaked at $3.05M in Q2 2026.
  • 1,398 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.