Meriwether Wealth & Planning’s KLA KLAC Stock Holding History

Meriwether Wealth & Planning’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	$567K	Sell	2,910 -73	-2%	-$14.3K	0.26%	61
2026 Q2	$900K	Buy	2,983 +3	+0.1%	+$596	0.45%	43
2026 Q1	$439K	Hold	2,980	–	–	0.24%	67
2025 Q4	$362K	Sell	2,980 -110	-4%	-$12.9K	0.2%	75
2025 Q3	$333K	Hold	3,090	–	–	0.19%	79
2025 Q2	$277K	Sell	3,090 -10	-0.3%	-$752	0.17%	93
2025 Q1	$211K	Sell	3,100 -240	-7%	-$17.3K	0.14%	114
2024 Q4	$210K	Buy	+3,340	New	+$226K	0.15%	110

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

Meriwether Wealth & Planning's KLAC Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its KLA (KLAC) stake by 2.4% in Q3 2026, selling an estimated $14.3K and leaving 2,910 shares worth $567K. The position accounts for 0.26% of the portfolio, ranked #61.

Meriwether Wealth & Planning first reported a position in KLAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $900K in Q2 2026. 584 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Meriwether Wealth & Planning held 2,910 shares of KLA worth $567K as of Q3 2026.
Meriwether Wealth & Planning sold 73 KLA shares in Q3 2026, an estimated $14.3K.
KLA made up 0.26% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #61 holding.
Meriwether Wealth & Planning first reported a position in KLA in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's KLA position peaked at $900K in Q2 2026.
584 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.