Middleton & Co
KLAC icon

Middleton & Co’s KLA KLAC Stock Holding History

Middleton & Co’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 		$536K Hold
2,750
– – 0.06% 116
2026
Q2 		$830K Hold
2,750
– – 0.09% 105
2026
Q1 		$405K Buy
2,750
+250
+10% +$36.6K 0.05% 125
2025
Q4 		$304K Hold
2,500
– – 0.03% 139
2025
Q3 		$270K Hold
2,500
– – 0.03% 143
2025
Q2 		$224K Buy
+2,500
New +$188K 0.03% 148
2024
Q3 		– Sell
-2,500
Closed -$206K – 170
2024
Q2 		$206K Buy
+2,500
New +$185K 0.02% 159

Other funds holding KLAC

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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Middleton & Co's KLAC Position: Q3 2026 in Review

Middleton & Co held its KLA (KLAC) position steady in Q3 2026 at 2,750 shares worth $536K. The position accounts for 0.06% of the portfolio, ranked #116.

Middleton & Co first reported a position in KLAC in Q2 2024 and has held it in 7 quarters since. The position peaked at $830K in Q2 2026. 916 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Middleton & Co held 2,750 shares of KLA worth $536K as of Q3 2026.
  • Middleton & Co left its KLA share count unchanged in Q3 2026.
  • KLA made up 0.06% of Middleton & Co's portfolio in Q3 2026, its #116 holding.
  • Middleton & Co first reported a position in KLA in Q2 2024 and has held it in 7 quarters since.
  • Middleton & Co's KLA position peaked at $830K in Q2 2026.
  • 916 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.