Level Wealth Management’s KLA KLAC Stock Holding History

Level 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	$577K	Buy	+2,960	New	+$581K	0.22%	35

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

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

Level Wealth Management opened a new position in KLA (KLAC) in Q3 2026: 2,960 shares worth $577K. The stake represents 0.22% of the portfolio and ranks #35 among its holdings.

637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Level Wealth Management held 2,960 shares of KLA worth $577K as of Q3 2026.
KLA was a new Level Wealth Management position in Q3 2026.
KLA made up 0.22% of Level Wealth Management's portfolio in Q3 2026, its #35 holding.
637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.