Mosley Wealth Management
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Mosley Wealth Management’s KLA KLAC Stock Holding History

Mosley 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 		$62.6K Buy
359
+175
+95% +$34.3K 0.02% 250
2026
Q2 		$55.5K Buy
+184
New +$36.5K 0.02% 243

Other funds holding KLAC

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
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

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

Mosley Wealth Management increased its KLA (KLAC) stake by 95% in Q3 2026, buying an estimated $34.3K and bringing the position to 359 shares worth $62.6K. The position accounts for 0.02% of the portfolio, ranked #250.

Mosley Wealth Management first reported a position in KLAC in Q2 2026 and has held it in 2 quarters since. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Mosley Wealth Management held 359 shares of KLA worth $62.6K as of Q3 2026.
  • Mosley Wealth Management bought 175 KLA shares in Q3 2026, an estimated $34.3K.
  • KLA made up 0.02% of Mosley Wealth Management's portfolio in Q3 2026, its #250 holding.
  • Mosley Wealth Management first reported a position in KLA in Q2 2026 and has held it in 2 quarters since.
  • 1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.