Retirement Wealth Solutions
KLAC icon

Retirement Wealth Solutions’s KLA KLAC Stock Holding History

Retirement Wealth Solutions’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 		$8.38K Sell
43
-6
-12% -$1.18K ﹤0.01% 289
2026
Q2 		$14.8K Buy
+49
New +$9.7K 0.01% 188

Other funds holding KLAC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Retirement Wealth Solutions's KLAC Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its KLA (KLAC) stake by 12% in Q3 2026, selling an estimated $1.18K and leaving 43 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Retirement Wealth Solutions first reported a position in KLAC in Q2 2026 and has held it in 2 quarters since. The position peaked at $14.8K in Q2 2026. 1,294 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Retirement Wealth Solutions held 43 shares of KLA worth $8.38K as of Q3 2026.
  • Retirement Wealth Solutions sold 6 KLA shares in Q3 2026, an estimated $1.18K.
  • KLA made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #289 holding.
  • Retirement Wealth Solutions first reported a position in KLA in Q2 2026 and has held it in 2 quarters since.
  • Retirement Wealth Solutions's KLA position peaked at $14.8K in Q2 2026.
  • 1,294 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.