Portside Wealth Group
KLAC icon

Portside Wealth Group’s KLA KLAC Stock Holding History

Portside Wealth Group’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 		$1.87M Buy
9,576
+1,456
+18% +$286K 0.21% 103
2026
Q2 		$2.45M Buy
8,120
+1,430
+21% +$284K 0.29% 81
2026
Q1 		$985K Buy
6,690
+1,190
+22% +$174K 0.13% 169
2025
Q4 		$668K Buy
5,500
+750
+16% +$88K 0.09% 206
2025
Q3 		$512K Buy
4,750
+810
+21% +$75.6K 0.07% 248
2025
Q2 		$353K Buy
3,940
+520
+15% +$39.1K 0.05% 307
2025
Q1 		$232K Buy
+3,420
New +$246K 0.04% 385

Other funds holding KLAC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Portside Wealth Group's KLAC Position: Q3 2026 in Review

Portside Wealth Group increased its KLA (KLAC) stake by 18% in Q3 2026, buying an estimated $286K and bringing the position to 9,576 shares worth $1.87M. The position accounts for 0.21% of the portfolio, ranked #103.

Portside Wealth Group first reported a position in KLAC in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.45M in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Portside Wealth Group held 9,576 shares of KLA worth $1.87M as of Q3 2026.
  • Portside Wealth Group bought 1,456 KLA shares in Q3 2026, an estimated $286K.
  • KLA made up 0.21% of Portside Wealth Group's portfolio in Q3 2026, its #103 holding.
  • Portside Wealth Group first reported a position in KLA in Q1 2025 and has held it in 7 quarters since.
  • Portside Wealth Group's KLA position peaked at $2.45M in Q2 2026.
  • 637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.