LVW Advisors
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LVW Advisors’s KLA KLAC Stock Holding History

LVW 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 		$839K Sell
4,306
-416
-9% -$81.6K 0.07% 175
2026
Q2 		$1.42M Buy
4,722
+682
+17% +$135K 0.12% 103
2026
Q1 		$595K Buy
4,040
+1,270
+46% +$186K 0.06% 183
2025
Q4 		$337K Sell
2,770
-2,590
-48% -$304K 0.03% 259
2025
Q3 		$578K Buy
5,360
+620
+13% +$57.8K 0.06% 170
2025
Q2 		$425K Buy
4,740
+560
+13% +$42.1K 0.05% 206
2025
Q1 		$284K Buy
4,180
+280
+7% +$20.2K 0.03% 243
2024
Q4 		$246K Sell
3,900
-2,140
-35% -$145K 0.03% 278
2024
Q3 		$468K Buy
6,040
+320
+6% +$25.1K 0.06% 195
2024
Q2 		$472K Buy
5,720
+560
+11% +$41.4K 0.07% 180
2024
Q1 		$360K Buy
+5,160
New +$331K 0.06% 209
2020
Q3 		– Sell
-18,360
Closed -$357K – 217
2020
Q2 		$357K Sell
18,360
-270
-1% -$4.62K 0.09% 121
2020
Q1 		$268K Buy
+18,630
New +$300K 0.07% 130
2019
Q4 		– Sell
-16,500
Closed -$263K – 193
2019
Q3 		$263K Sell
16,500
-4,500
-21% -$62.9K 0.07% 142
2019
Q2 		$248K Buy
+21,000
New +$243K 0.07% 134

Other funds holding KLAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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

LVW Advisors's KLAC Position: Q3 2026 in Review

LVW Advisors reduced its KLA (KLAC) stake by 8.8% in Q3 2026, selling an estimated $81.6K and leaving 4,306 shares worth $839K. The position accounts for 0.07% of the portfolio, ranked #175.

LVW Advisors first reported a position in KLAC in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.42M in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • LVW Advisors held 4,306 shares of KLA worth $839K as of Q3 2026.
  • LVW Advisors sold 416 KLA shares in Q3 2026, an estimated $81.6K.
  • KLA made up 0.07% of LVW Advisors's portfolio in Q3 2026, its #175 holding.
  • LVW Advisors first reported a position in KLA in Q2 2019 and has held it in 15 quarters since.
  • LVW Advisors's KLA position peaked at $1.42M in Q2 2026.
  • 1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.