Nelson Capital Management
KLAC icon

Nelson Capital Management’s KLA KLAC Stock Holding History

Nelson Capital 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 		– Sell
-810
Closed -$244K – 121
2026
Q2 		$244K Buy
+810
New +$161K 0.03% 109
2014
Q3 		– Sell
-3,000
Closed -$22K – 318
2014
Q2 		$22K Hold
3,000
– – 0.01% 187
2014
Q1 		$21K Buy
+3,000
New +$19.4K 0.01% 160

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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

Nelson Capital Management's KLAC Position: Q3 2026 in Review

Nelson Capital Management sold out of KLA (KLAC) in Q3 2026, closing a stake of 810 shares — an estimated $244K sold.

Nelson Capital Management first reported a position in KLAC in Q1 2014 and held it in 3 quarters. The position peaked at $244K in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Nelson Capital Management reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
  • Nelson Capital Management sold 810 KLA shares in Q3 2026, an estimated $244K.
  • Nelson Capital Management first reported a position in KLA in Q1 2014 and held it in 3 quarters.
  • Nelson Capital Management's KLA position peaked at $244K in Q2 2026.
  • 1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Nelson Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.