Occidental Asset Management
KLAC icon

Occidental Asset Management’s KLA KLAC Stock Holding History

Occidental Asset 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 		$767K Buy
3,934
+229
+6% +$44.9K 0.07% 161
2026
Q2 		$1.12M Sell
3,705
-905
-20% -$180K 0.11% 124
2026
Q1 		$679K Sell
4,610
-230
-5% -$33.6K 0.08% 139
2025
Q4 		$588K Buy
4,840
+1,410
+41% +$165K 0.07% 146
2025
Q3 		$370K Buy
3,430
+260
+8% +$24.3K 0.05% 184
2025
Q2 		$284K Buy
+3,170
New +$238K 0.04% 205

Other funds holding KLAC

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

Occidental Asset Management's KLAC Position: Q3 2026 in Review

Occidental Asset Management increased its KLA (KLAC) stake by 6.2% in Q3 2026, buying an estimated $44.9K and bringing the position to 3,934 shares worth $767K. The position accounts for 0.07% of the portfolio, ranked #161.

Occidental Asset Management first reported a position in KLAC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.12M in Q2 2026. 1,398 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Occidental Asset Management held 3,934 shares of KLA worth $767K as of Q3 2026.
  • Occidental Asset Management bought 229 KLA shares in Q3 2026, an estimated $44.9K.
  • KLA made up 0.07% of Occidental Asset Management's portfolio in Q3 2026, its #161 holding.
  • Occidental Asset Management first reported a position in KLA in Q2 2025 and has held it in 6 quarters since.
  • Occidental Asset Management's KLA position peaked at $1.12M in Q2 2026.
  • 1,398 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.