Premier Path Wealth Partners’s KLA KLAC Stock Holding History

Premier Path Wealth Partners’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	$1.64M	Buy	8,424 +354	+4%	+$69.4K	0.19%	107
2026 Q2	$2.43M	Buy	8,070 +970	+14%	+$193K	0.28%	86
2026 Q1	$1.04M	Buy	7,100 +1,410	+25%	+$206K	0.14%	152
2025 Q4	$691K	Buy	5,690 +510	+10%	+$59.8K	0.09%	210
2025 Q3	$558K	Hold	5,180	–	–	0.07%	250
2025 Q2	$464K	Sell	5,180 -30	-0.6%	-$2.26K	0.06%	260
2025 Q1	$354K	Buy	5,210 +860	+20%	+$61.9K	0.06%	278
2024 Q4	$274K	Sell	4,350 -760	-15%	-$51.4K	0.04%	317
2024 Q3	$395K	Sell	5,110 -140	-3%	-$11K	0.06%	260
2024 Q2	$433K	Buy	5,250 +730	+16%	+$53.9K	0.07%	246
2024 Q1	$316K	Buy	4,520 +30	+0.7%	+$1.93K	0.06%	266
2023 Q4	$261K	Buy	+4,490	New	+$234K	0.06%	281

Other funds holding KLAC

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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Premier Path Wealth Partners's KLAC Position: Q3 2026 in Review

Premier Path Wealth Partners increased its KLA (KLAC) stake by 4.4% in Q3 2026, buying an estimated $69.4K and bringing the position to 8,424 shares worth $1.64M. The position accounts for 0.19% of the portfolio, ranked #107.

Premier Path Wealth Partners first reported a position in KLAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.43M in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Premier Path Wealth Partners held 8,424 shares of KLA worth $1.64M as of Q3 2026.
Premier Path Wealth Partners bought 354 KLA shares in Q3 2026, an estimated $69.4K.
KLA made up 0.19% of Premier Path Wealth Partners's portfolio in Q3 2026, its #107 holding.
Premier Path Wealth Partners first reported a position in KLA in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's KLA position peaked at $2.43M in Q2 2026.
637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.