Private Wealth Management Group’s KLA KLAC Stock Holding History

Private Wealth Management 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	$9.6K	Hold	49	–	–	﹤0.01%	645
2026 Q2	$14.8K	Sell	49 -11	-18%	-$2.18K	﹤0.01%	466
2026 Q1	$8.84K	Hold	60	–	–	﹤0.01%	562
2025 Q4	$7.29K	Sell	60 -10	-14%	-$1.17K	﹤0.01%	623
2025 Q3	$7.55K	Hold	70	–	–	﹤0.01%	622
2025 Q2	$6.27K	Hold	70	–	–	﹤0.01%	661
2025 Q1	$4.76K	Hold	70	–	–	﹤0.01%	748
2024 Q4	$4.41K	Hold	70	–	–	﹤0.01%	792
2024 Q3	$5.42K	Hold	70	–	–	﹤0.01%	697
2024 Q2	$5.77K	Sell	70 -20	-22%	-$1.48K	﹤0.01%	652
2024 Q1	$6.29K	Sell	90 -10	-10%	-$642	﹤0.01%	551
2023 Q4	$5.81K	Buy	+100	New	+$5.2K	﹤0.01%	575

Other funds holding KLAC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Private Wealth Management Group's KLAC Position: Q3 2026 in Review

Private Wealth Management Group held its KLA (KLAC) position steady in Q3 2026 at 49 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Private Wealth Management Group first reported a position in KLAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.8K in Q2 2026. 1,548 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Private Wealth Management Group held 49 shares of KLA worth $9.6K as of Q3 2026.
Private Wealth Management Group left its KLA share count unchanged in Q3 2026.
KLA made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #645 holding.
Private Wealth Management Group first reported a position in KLA in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's KLA position peaked at $14.8K in Q2 2026.
1,548 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.