Orca Wealth Management’s KLA KLAC Stock Holding History

Orca Wealth 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	$572K	Sell	2,935 -242	-8%	-$47.5K	0.34%	51
2026 Q2	$958K	Sell	3,177 -193	-6%	-$38.3K	0.58%	38
2026 Q1	$496K	Sell	3,370 -40	-1%	-$5.85K	0.35%	49
2025 Q4	$459K	Buy	3,410 +400	+13%	+$46.9K	0.33%	48
2025 Q3	$325K	Buy	3,010 +200	+7%	+$18.7K	0.25%	58
2025 Q2	$252K	Sell	2,810 -530	-16%	-$39.9K	0.21%	61
2025 Q1	$227K	Buy	3,340 +120	+4%	+$8.64K	0.2%	60
2024 Q4	$203K	Buy	+3,220	New	+$218K	0.18%	62

Other funds holding KLAC

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

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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Orca Wealth Management's KLAC Position: Q3 2026 in Review

Orca Wealth Management reduced its KLA (KLAC) stake by 7.6% in Q3 2026, selling an estimated $47.5K and leaving 2,935 shares worth $572K. The position accounts for 0.34% of the portfolio, ranked #51.

Orca Wealth Management first reported a position in KLAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $958K in Q2 2026. 916 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Orca Wealth Management held 2,935 shares of KLA worth $572K as of Q3 2026.
Orca Wealth Management sold 242 KLA shares in Q3 2026, an estimated $47.5K.
KLA made up 0.34% of Orca Wealth Management's portfolio in Q3 2026, its #51 holding.
Orca Wealth Management first reported a position in KLA in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's KLA position peaked at $958K in Q2 2026.
916 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.