MBE Wealth Management
KLAC icon

MBE Wealth Management’s KLA KLAC Stock Holding History

MBE 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 		$454K Hold
2,330
– – 0.16% 92
2026
Q2 		$703K Hold
2,330
– – 0.25% 59
2026
Q1 		$343K Hold
2,330
– – 0.14% 98
2025
Q4 		$283K Hold
2,330
– – 0.12% 110
2025
Q3 		$251K Hold
2,330
– – 0.11% 115
2025
Q2 		$209K Buy
+2,330
New +$175K 0.09% 131
2020
Q2 		– Sell
-2,330
Closed -$33K – 303
2020
Q1 		$33K Buy
+2,330
New +$37.5K 0.03% 167

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

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

MBE Wealth Management held its KLA (KLAC) position steady in Q3 2026 at 2,330 shares worth $454K. The position accounts for 0.16% of the portfolio, ranked #92.

MBE Wealth Management first reported a position in KLAC in Q1 2020 and has held it in 7 quarters since. The position peaked at $703K in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • MBE Wealth Management held 2,330 shares of KLA worth $454K as of Q3 2026.
  • MBE Wealth Management left its KLA share count unchanged in Q3 2026.
  • KLA made up 0.16% of MBE Wealth Management's portfolio in Q3 2026, its #92 holding.
  • MBE Wealth Management first reported a position in KLA in Q1 2020 and has held it in 7 quarters since.
  • MBE Wealth Management's KLA position peaked at $703K in Q2 2026.
  • 1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.