Mitchell & Pahl Private Wealth’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$242K Sell
1,239
-11
-0.9% -$2.16K 0.09% 143
2026
Q2
$377K Buy
+1,250
New +$248K 0.14% 135

Other funds holding KLAC

Mitchell & Pahl Private Wealth's KLAC Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth reduced its KLA (KLAC) stake by 0.88% in Q3 2026, selling an estimated $2.16K and leaving 1,239 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #143.

Mitchell & Pahl Private Wealth first reported a position in KLAC in Q2 2026 and has held it in 2 quarters since. The position peaked at $377K in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 1,239 shares of KLA worth $242K as of Q3 2026.
  • Mitchell & Pahl Private Wealth sold 11 KLA shares in Q3 2026, an estimated $2.16K.
  • KLA made up 0.09% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #143 holding.
  • Mitchell & Pahl Private Wealth first reported a position in KLA in Q2 2026 and has held it in 2 quarters since.
  • Mitchell & Pahl Private Wealth's KLA position peaked at $377K in Q2 2026.
  • 637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.