Net Worth Advisory Group’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
$866K Sell
4,320
-2,306
-35% -$452K 0.22% 109
2026
Q2
$2M Sell
6,626
-1,424
-18% -$283K 0.5% 40
2026
Q1
$1.18M Sell
8,050
-180
-2% -$26.3K 0.25% 77
2025
Q4
$1000K Sell
8,230
-4,800
-37% -$563K 0.2% 86
2025
Q3
$1.41M Buy
13,030
+2,260
+21% +$211K 0.41% 49
2025
Q2
$964K Buy
10,770
+1,380
+15% +$104K 0.21% 90
2025
Q1
$638K Sell
9,390
-20
-0.2% -$1.44K 0.2% 110
2024
Q4
$593K Buy
9,410
+10
+0.1% +$676 0.18% 141
2024
Q3
$728K Buy
+9,400
New +$738K 0.22% 109

Other funds holding KLAC

Net Worth Advisory Group's KLAC Position: Q3 2026 in Review

Net Worth Advisory Group reduced its KLA (KLAC) stake by 35% in Q3 2026, selling an estimated $452K and leaving 4,320 shares worth $866K. The position accounts for 0.22% of the portfolio, ranked #109.

Net Worth Advisory Group first reported a position in KLAC in Q3 2024 and has held it in 9 quarters since. The position peaked at $2M in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Net Worth Advisory Group held 4,320 shares of KLA worth $866K as of Q3 2026.
  • Net Worth Advisory Group sold 2,306 KLA shares in Q3 2026, an estimated $452K.
  • KLA made up 0.22% of Net Worth Advisory Group's portfolio in Q3 2026, its #109 holding.
  • Net Worth Advisory Group first reported a position in KLA in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's KLA position peaked at $2M in Q2 2026.
  • 637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.