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Olistico Wealth’s KLA KLAC Stock Holding History

Olistico Wealth’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 		$128K Buy
659
+1
+0.2% +$196 0.05% 119
2026
Q2 		$199K Sell
658
-2
-0.3% -$397 0.08% 102
2026
Q1 		$96.8K Hold
660
– – 0.05% 127
2025
Q4 		$79.8K Buy
+660
New +$77.4K 0.04% 127
2025
Q3 		– Sell
-650
Closed -$58.6K – 227
2025
Q2 		$58.6K Hold
650
– – 0.03% 153
2025
Q1 		$44.3K Hold
650
– – 0.03% 166
2024
Q4 		$41K Buy
650
+10
+2% +$676 0.02% 168
2024
Q3 		$50.3K Sell
640
-10
-2% -$785 0.03% 160
2024
Q2 		$53.4K Buy
+650
New +$48K 0.03% 156

Other funds holding KLAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Olistico Wealth's KLAC Position: Q3 2026 in Review

Olistico Wealth increased its KLA (KLAC) stake by 0.15% in Q3 2026, buying an estimated $196 and bringing the position to 659 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #119.

Olistico Wealth first reported a position in KLAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $199K in Q2 2026. 67 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Olistico Wealth held 659 shares of KLA worth $128K as of Q3 2026.
  • Olistico Wealth bought 1 KLA share in Q3 2026, an estimated $196.
  • KLA made up 0.05% of Olistico Wealth's portfolio in Q3 2026, its #119 holding.
  • Olistico Wealth first reported a position in KLA in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's KLA position peaked at $199K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.