Optivise Advisory Services
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Optivise Advisory Services’s KLA KLAC Stock Holding History

Optivise Advisory Services’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
-837
Closed -$252K – 245
2026
Q2 		$252K Buy
+837
New +$166K 0.13% 178

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Robeco Institutional Asset Management
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PineStone Asset Management
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New York State Teachers Retirement System (NYSTRS)
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Optivise Advisory Services's KLAC Position: Q3 2026 in Review

Optivise Advisory Services sold out of KLA (KLAC) in Q3 2026, closing a stake of 837 shares — an estimated $252K sold.

Optivise Advisory Services first reported a position in KLAC in Q2 2026 and held it in 1 quarter. The position peaked at $252K in Q2 2026. 641 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Optivise Advisory Services reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 837 KLA shares in Q3 2026, an estimated $252K.
  • Optivise Advisory Services first reported a position in KLA in Q2 2026 and held it in 1 quarter.
  • Optivise Advisory Services's KLA position peaked at $252K in Q2 2026.
  • 641 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.