Nikulski Financial’s KLA KLAC Stock Holding History

Nikulski Financial’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	$483K	Sell	2,480 -578	-19%	-$113K	0.1%	119
2026 Q2	$922K	Sell	3,058 -462	-13%	-$91.7K	0.2%	94
2026 Q1	$518K	Sell	3,520 -1,820	-34%	-$266K	0.13%	129
2025 Q4	$648K	Sell	5,340 -270	-5%	-$31.7K	0.16%	104
2025 Q3	$605K	Hold	5,610	–	–	0.15%	100
2025 Q2	$502K	Buy	5,610 +70	+1%	+$5.27K	0.14%	97
2025 Q1	$377K	Buy	5,540 +180	+3%	+$13K	0.11%	97
2024 Q4	$338K	Buy	5,360 +80	+2%	+$5.41K	0.1%	103
2024 Q3	$409K	Buy	5,280 +390	+8%	+$30.6K	0.12%	91
2024 Q2	$403K	Hold	4,890	–	–	0.13%	91
2024 Q1	$342K	Buy	4,890 +250	+5%	+$16.1K	0.11%	101
2023 Q4	$270K	Sell	4,640 -1,580	-25%	-$82.2K	0.1%	115
2023 Q3	$285K	Buy	6,220 +450	+8%	+$21.6K	0.12%	106
2023 Q2	$280K	Hold	5,770	–	–	0.12%	105
2023 Q1	$230K	Hold	5,770	–	–	0.1%	118
2022 Q4	$218K	Buy	+5,770	New	+$201K	0.1%	120

Other funds holding KLAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Nikulski Financial's KLAC Position: Q3 2026 in Review

Nikulski Financial reduced its KLA (KLAC) stake by 19% in Q3 2026, selling an estimated $113K and leaving 2,480 shares worth $483K. The position accounts for 0.1% of the portfolio, ranked #119.

Nikulski Financial first reported a position in KLAC in Q4 2022 and has held it in 16 quarters since. The position peaked at $922K in Q2 2026. 1,290 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Nikulski Financial held 2,480 shares of KLA worth $483K as of Q3 2026.
Nikulski Financial sold 578 KLA shares in Q3 2026, an estimated $113K.
KLA made up 0.1% of Nikulski Financial's portfolio in Q3 2026, its #119 holding.
Nikulski Financial first reported a position in KLA in Q4 2022 and has held it in 16 quarters since.
Nikulski Financial's KLA position peaked at $922K in Q2 2026.
1,290 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.