Lido Advisors
KLAC icon

Lido Advisors’s KLA KLAC Stock Holding History

Lido 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 		$51.8M Buy
265,613
+6,674
+3% +$1.31M 0.13% 106
2026
Q2 		$78.1M Sell
258,939
-15,291
-6% -$3.04M 0.21% 70
2026
Q1 		$40.4M Sell
274,230
-23,370
-8% -$3.42M 0.12% 109
2025
Q4 		$34.5M Buy
297,600
+600
+0.2% +$70.4K 0.1% 127
2025
Q3 		$32M Buy
297,000
+156,190
+111% +$14.6M 0.1% 130
2025
Q2 		$12.6M Sell
140,810
-76,940
-35% -$5.79M 0.05% 222
2025
Q1 		$14.8M Buy
217,750
+29,430
+16% +$2.12M 0.07% 177
2024
Q4 		$11.9M Buy
188,320
+112,820
+149% +$7.62M 0.05% 201
2024
Q3 		$5.85M Sell
75,500
-101,630
-57% -$7.97M 0.03% 292
2024
Q2 		$14.6M Buy
177,130
+104,650
+144% +$7.73M 0.08% 131
2024
Q1 		$5.06M Sell
72,480
-4,550
-6% -$292K 0.03% 280
2023
Q4 		$4.48M Sell
77,030
-106,120
-58% -$5.52M 0.03% 282
2023
Q3 		$8.4M Buy
183,150
+114,440
+167% +$5.49M 0.06% 160
2023
Q2 		$3.33M Sell
68,710
-110
-0.2% -$4.6K 0.02% 278
2023
Q1 		$2.75M Buy
68,820
+4,610
+7% +$182K 0.03% 285
2022
Q4 		$2.42M Sell
64,210
-860
-1% -$30K 0.03% 263
2022
Q3 		$1.97M Buy
65,070
+110
+0.2% +$3.81K 0.02% 268
2022
Q2 		$2.07M Buy
64,960
+530
+0.8% +$17.8K 0.03% 231
2022
Q1 		$2.36M Sell
64,430
-6,300
-9% -$236K 0.03% 243
2021
Q4 		$3.04M Buy
+70,730
New +$2.73M 0.03% 213
2021
Q2 		– Sell
-7,960
Closed -$263K – 926
2021
Q1 		$263K Sell
7,960
-16,170
-67% -$487K ﹤0.01% 711
2020
Q4 		$624K Buy
24,130
+7,970
+49% +$186K 0.01% 428
2020
Q3 		$313K Buy
+16,160
New +$319K 0.01% 475
2019
Q4 		– Sell
-24,390
Closed -$389K – 668
2019
Q3 		$389K Buy
+24,390
New +$341K 0.02% 390

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

Lido Advisors's KLAC Position: Q3 2026 in Review

Lido Advisors increased its KLA (KLAC) stake by 2.6% in Q3 2026, buying an estimated $1.31M and bringing the position to 265,613 shares worth $51.8M. The position accounts for 0.13% of the portfolio, ranked #106.

Lido Advisors first reported a position in KLAC in Q3 2019 and has held it in 24 quarters since. The position peaked at $78.1M in Q2 2026. 1,365 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Lido Advisors held 265,613 shares of KLA worth $51.8M as of Q3 2026.
  • Lido Advisors bought 6,674 KLA shares in Q3 2026, an estimated $1.31M.
  • KLA made up 0.13% of Lido Advisors's portfolio in Q3 2026, its #106 holding.
  • Lido Advisors first reported a position in KLA in Q3 2019 and has held it in 24 quarters since.
  • Lido Advisors's KLA position peaked at $78.1M in Q2 2026.
  • 1,365 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.