Private Wealth Partners’s KLA KLAC Stock Holding History

Private 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	$487K	Sell	2,500 -500	-17%	-$98.1K	0.03%	125
2026 Q2	$905K	Hold	3,000	–	–	0.06%	109
2026 Q1	$442K	Hold	3,000	–	–	0.03%	131
2025 Q4	$365K	Hold	3,000	–	–	0.03%	134
2025 Q3	$324K	Hold	3,000	–	–	0.02%	138
2025 Q2	$269K	Hold	3,000	–	–	0.02%	146
2025 Q1	$204K	Buy	+3,000	New	+$216K	0.02%	157
2024 Q4	–	Sell	-3,000	Closed	-$232K	–	177
2024 Q3	$232K	Sell	3,000 -20,000	-87%	-$1.57M	0.02%	159
2024 Q2	$1.9M	Hold	23,000	–	–	0.14%	64
2024 Q1	$1.61M	Hold	23,000	–	–	0.13%	69
2023 Q4	$1.34M	Hold	23,000	–	–	0.11%	75
2023 Q3	$1.05M	Hold	23,000	–	–	0.1%	75
2023 Q2	$1.12M	Hold	23,000	–	–	0.1%	72
2023 Q1	$918K	Buy	+23,000	New	+$906K	0.09%	85
2021 Q1	–	Sell	-24,600	Closed	-$637K	–	95
2020 Q4	$637K	Hold	24,600	–	–	0.07%	78
2020 Q3	$477K	Hold	24,600	–	–	0.06%	81
2020 Q2	$478K	Hold	24,600	–	–	0.07%	80
2020 Q1	$354K	Hold	24,600	–	–	0.06%	90
2019 Q4	$438K	Hold	24,600	–	–	0.06%	90
2019 Q3	$392K	Hold	24,600	–	–	0.06%	87
2019 Q2	$291K	Hold	24,600	–	–	0.04%	108
2019 Q1	$294K	Hold	24,600	–	–	0.05%	104
2018 Q4	$220K	Hold	24,600	–	–	0.04%	93
2018 Q3	$250K	Hold	24,600	–	–	0.04%	107
2018 Q2	$252K	Hold	24,600	–	–	0.04%	108
2018 Q1	$268K	Sell	24,600 -400	-2%	-$4.45K	0.05%	112
2017 Q4	$263K	Hold	25,000	–	–	0.05%	118
2017 Q3	$265K	Sell	25,000 -1,500	-6%	-$14.3K	0.05%	111
2017 Q2	$243K	Hold	26,500	–	–	0.05%	104
2017 Q1	$252K	Sell	26,500 -1,500	-5%	-$13.2K	0.06%	98
2016 Q4	$220K	Buy	+28,000	New	+$214K	0.05%	103

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

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 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

Private Wealth Partners's KLAC Position: Q3 2026 in Review

Private Wealth Partners reduced its KLA (KLAC) stake by 17% in Q3 2026, selling an estimated $98.1K and leaving 2,500 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #125.

Private Wealth Partners first reported a position in KLAC in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.9M in Q2 2024. 693 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Private Wealth Partners held 2,500 shares of KLA worth $487K as of Q3 2026.
Private Wealth Partners sold 500 KLA shares in Q3 2026, an estimated $98.1K.
KLA made up 0.03% of Private Wealth Partners's portfolio in Q3 2026, its #125 holding.
Private Wealth Partners first reported a position in KLA in Q4 2016 and has held it in 31 quarters since.
Private Wealth Partners's KLA position peaked at $1.9M in Q2 2024.
693 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.