Merit Financial Group
KLAC icon

Merit Financial Group’s KLA KLAC Stock Holding History

Merit Financial Group’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 		$16.8M Sell
86,306
-1,071
-1% -$210K 0.09% 189
2026
Q2 		$26.4M Sell
87,377
-793
-0.9% -$157K 0.16% 116
2026
Q1 		$13M Buy
88,170
+6,040
+7% +$884K 0.1% 192
2025
Q4 		$10M Buy
82,130
+5,860
+8% +$687K 0.08% 206
2025
Q3 		$8.23M Sell
76,270
-2,250
-3% -$210K 0.08% 199
2025
Q2 		$7.03M Buy
78,520
+55,160
+236% +$4.15M 0.08% 195
2025
Q1 		$1.59M Buy
23,360
+3,670
+19% +$264K 0.02% 496
2024
Q4 		$1.24M Buy
19,690
+5,590
+40% +$378K 0.02% 453
2024
Q3 		$1.09M Sell
14,100
-3,720
-21% -$292K 0.02% 402
2024
Q2 		$1.47M Buy
17,820
+140
+0.8% +$10.3K 0.03% 329
2024
Q1 		$1.23M Sell
17,680
-180
-1% -$11.6K 0.03% 350
2023
Q4 		$1.04M Buy
17,860
+1,060
+6% +$55.2K 0.03% 304
2023
Q3 		$770K Sell
16,800
-1,840
-10% -$88.2K 0.03% 370
2023
Q2 		$904K Buy
18,640
+10,990
+144% +$459K 0.03% 354
2023
Q1 		$306K Buy
7,650
+100
+1% +$3.94K 0.01% 508
2022
Q4 		$285K Buy
+7,550
New +$263K 0.01% 549

Other funds holding KLAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Merit Financial Group's KLAC Position: Q3 2026 in Review

Merit Financial Group reduced its KLA (KLAC) stake by 1.2% in Q3 2026, selling an estimated $210K and leaving 86,306 shares worth $16.8M. The position accounts for 0.09% of the portfolio, ranked #189.

Merit Financial Group first reported a position in KLAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $26.4M in Q2 2026. 1,999 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Merit Financial Group held 86,306 shares of KLA worth $16.8M as of Q3 2026.
  • Merit Financial Group sold 1,071 KLA shares in Q3 2026, an estimated $210K.
  • KLA made up 0.09% of Merit Financial Group's portfolio in Q3 2026, its #189 holding.
  • Merit Financial Group first reported a position in KLA in Q4 2022 and has held it in 16 quarters since.
  • Merit Financial Group's KLA position peaked at $26.4M in Q2 2026.
  • 1,999 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.