Rise Advisors’s KLA KLAC Stock Holding History

Rise Advisors’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	–	Sell	-868	Closed	-$262K	–	109
2026 Q2	$262K	Buy	+868	New	+$172K	0.07%	90
2025 Q4	–	Sell	-860	Closed	-$93K	–	802
2025 Q3	$93K	Buy	860 +20	+2%	+$1.87K	0.03%	169
2025 Q2	$75.3K	Sell	840 -10	-1%	-$752	0.03%	189
2025 Q1	$57.7K	Buy	850 +60	+8%	+$4.32K	0.03%	208
2024 Q4	$49.6K	Buy	790 +30	+4%	+$2.03K	0.02%	231
2024 Q3	$59.2K	Hold	760	–	–	0.03%	211
2024 Q2	$62.9K	Hold	760	–	–	0.03%	199
2024 Q1	$53.2K	Buy	+760	New	+$48.8K	0.03%	220

Other funds holding KLAC

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Rise Advisors's KLAC Position: Q3 2026 in Review

Rise Advisors sold out of KLA (KLAC) in Q3 2026, closing a stake of 868 shares — an estimated $262K sold.

Rise Advisors first reported a position in KLAC in Q1 2024 and held it in 8 quarters. The position peaked at $262K in Q2 2026. 1,398 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Rise Advisors reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
Rise Advisors sold 868 KLA shares in Q3 2026, an estimated $262K.
Rise Advisors first reported a position in KLA in Q1 2024 and held it in 8 quarters.
Rise Advisors's KLA position peaked at $262K in Q2 2026.
1,398 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.