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TrueNorth Wealth & Impact, LLC’s KLA KLAC Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$426K Buy
+2,186
New +$429K 0.16% 99

Other funds holding KLAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's KLAC Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in KLA (KLAC) in Q3 2026: 2,186 shares worth $426K. The stake represents 0.16% of the portfolio and ranks #99 among its holdings.

1,999 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 2,186 shares of KLA worth $426K as of Q3 2026.
  • KLA was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • KLA made up 0.16% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #99 holding.
  • 1,999 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.