Moran Wealth Management
KLAC icon

Moran Wealth Management’s KLA KLAC Stock Holding History

Moran Wealth Management’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 		$18.2M Sell
93,235
-2,123
-2% -$416K 0.5% 51
2026
Q2 		$28.8M Sell
95,358
-7,392
-7% -$1.47M 0.78% 22
2026
Q1 		$15.1M Sell
102,750
-17,540
-15% -$2.57M 0.46% 66
2025
Q4 		$14.6M Sell
120,290
-9,150
-7% -$1.07M 0.45% 68
2025
Q3 		$14M Buy
+129,440
New +$12.1M 0.42% 77

Other funds holding KLAC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Moran Wealth Management's KLAC Position: Q3 2026 in Review

Moran Wealth Management reduced its KLA (KLAC) stake by 2.2% in Q3 2026, selling an estimated $416K and leaving 93,235 shares worth $18.2M. The position accounts for 0.5% of the portfolio, ranked #51.

Moran Wealth Management first reported a position in KLAC in Q3 2025 and has held it in 5 quarters since. The position peaked at $28.8M in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Moran Wealth Management held 93,235 shares of KLA worth $18.2M as of Q3 2026.
  • Moran Wealth Management sold 2,123 KLA shares in Q3 2026, an estimated $416K.
  • KLA made up 0.5% of Moran Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Moran Wealth Management first reported a position in KLA in Q3 2025 and has held it in 5 quarters since.
  • Moran Wealth Management's KLA position peaked at $28.8M in Q2 2026.
  • 637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.