Mascoma Wealth Management’s KLA KLAC Stock Holding History

Mascoma 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	$7.02K	Buy	36 +23	+177%	+$4.51K	﹤0.01%	368
2026 Q2	$3.92K	Buy	13 +3	+30%	+$596	﹤0.01%	398
2026 Q1	$1.47K	Buy	+10	New	+$1.46K	﹤0.01%	455
2024 Q3	–	Sell	-50	Closed	-$4.12K	–	472
2024 Q2	$4.12K	Hold	50	–	–	﹤0.01%	424
2024 Q1	$3.49K	Hold	50	–	–	﹤0.01%	409
2023 Q4	$2.91K	Hold	50	–	–	﹤0.01%	432
2023 Q3	$2.29K	Hold	50	–	–	﹤0.01%	459
2023 Q2	$2.49K	Hold	50	–	–	﹤0.01%	438
2023 Q1	$1.93K	Hold	50	–	–	﹤0.01%	546
2022 Q4	$1.88K	Buy	+50	New	+$1.74K	﹤0.01%	568

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

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

Mascoma Wealth Management increased its KLA (KLAC) stake by 177% in Q3 2026, buying an estimated $4.51K and bringing the position to 36 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Mascoma Wealth Management first reported a position in KLAC in Q4 2022 and has held it in 10 quarters since. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Mascoma Wealth Management held 36 shares of KLA worth $7.02K as of Q3 2026.
Mascoma Wealth Management bought 23 KLA shares in Q3 2026, an estimated $4.51K.
KLA made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #368 holding.
Mascoma Wealth Management first reported a position in KLA in Q4 2022 and has held it in 10 quarters since.
637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

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