MFA Wealth Advisors
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MFA Wealth Advisors’s KLA KLAC Stock Holding History

MFA Wealth 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 		$952K Sell
4,884
-1,258
-20% -$247K 0.16% 52
2026
Q2 		$1.85M Sell
6,142
-508
-8% -$101K 0.32% 43
2026
Q1 		$979K Buy
6,650
+90
+1% +$13.2K 0.19% 47
2025
Q4 		$797K Sell
6,560
-1,130
-15% -$133K 0.17% 53
2025
Q3 		$829K Sell
7,690
-1,230
-14% -$115K 0.18% 55
2025
Q2 		$799K Sell
8,920
-200
-2% -$15K 0.19% 57
2025
Q1 		$620K Buy
9,120
+4,190
+85% +$302K 0.15% 55
2024
Q4 		$311K Buy
4,930
+2,450
+99% +$166K 0.08% 64
2024
Q3 		$192K Sell
2,480
-49,390
-95% -$3.88M 0.04% 96
2024
Q2 		$4.28M Sell
51,870
-11,730
-18% -$867K 0.93% 29
2024
Q1 		$4.44M Buy
63,600
+2,600
+4% +$167K 1.17% 24
2023
Q4 		$3.55M Buy
61,000
+9,220
+18% +$480K 1% 25
2023
Q3 		$2.37M Buy
51,780
+37,150
+254% +$1.78M 0.74% 27
2023
Q2 		$710K Sell
14,630
-90,600
-86% -$3.79M 0.22% 45
2023
Q1 		$4.2M Buy
105,230
+16,630
+19% +$655K 1.38% 20
2022
Q4 		$3.34M Buy
88,600
+3,840
+5% +$134K 1.21% 22
2022
Q3 		$2.56M Buy
84,760
+16,020
+23% +$555K 0.95% 24
2022
Q2 		$2.19M Buy
+68,740
New +$2.31M 0.8% 24

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

MFA Wealth Advisors's KLAC Position: Q3 2026 in Review

MFA Wealth Advisors reduced its KLA (KLAC) stake by 20% in Q3 2026, selling an estimated $247K and leaving 4,884 shares worth $952K. The position accounts for 0.16% of the portfolio, ranked #52.

MFA Wealth Advisors first reported a position in KLAC in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.44M in Q1 2024. 1,999 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • MFA Wealth Advisors held 4,884 shares of KLA worth $952K as of Q3 2026.
  • MFA Wealth Advisors sold 1,258 KLA shares in Q3 2026, an estimated $247K.
  • KLA made up 0.16% of MFA Wealth Advisors's portfolio in Q3 2026, its #52 holding.
  • MFA Wealth Advisors first reported a position in KLA in Q2 2022 and has held it in 18 quarters since.
  • MFA Wealth Advisors's KLA position peaked at $4.44M in Q1 2024.
  • 1,999 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.