Ritholtz Wealth Management
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Ritholtz Wealth Management’s KLA KLAC Stock Holding History

Ritholtz Wealth Management’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 		$11.4M Buy
58,737
+9,402
+19% +$1.84M 0.16% 77
2026
Q2 		$14.9M Buy
49,335
+5,035
+11% +$1000K 0.22% 56
2026
Q1 		$6.52M Buy
44,300
+5,440
+14% +$796K 0.11% 113
2025
Q4 		$4.72M Buy
38,860
+2,230
+6% +$262K 0.09% 156
2025
Q3 		$3.95M Sell
36,630
-200
-0.5% -$18.7K 0.08% 173
2025
Q2 		$3.3M Buy
36,830
+690
+2% +$51.9K 0.07% 177
2025
Q1 		$2.46M Sell
36,140
-1,810
-5% -$130K 0.07% 201
2024
Q4 		$2.39M Sell
37,950
-8,080
-18% -$546K 0.07% 194
2024
Q3 		$3.56M Sell
46,030
-3,130
-6% -$246K 0.11% 130
2024
Q2 		$4.05M Sell
49,160
-3,500
-7% -$259K 0.13% 95
2024
Q1 		$3.68M Buy
52,660
+1,110
+2% +$71.3K 0.13% 109
2023
Q4 		$3M Buy
51,550
+4,590
+10% +$239K 0.12% 110
2023
Q3 		$2.15M Buy
46,960
+1,010
+2% +$48.4K 0.1% 128
2023
Q2 		$2.23M Buy
45,950
+15,010
+49% +$627K 0.1% 122
2023
Q1 		$1.24M Buy
30,940
+2,610
+9% +$103K 0.06% 210
2022
Q4 		$1.07M Buy
28,330
+9,780
+53% +$341K 0.06% 222
2022
Q3 		$561K Buy
18,550
+10,950
+144% +$379K 0.03% 371
2022
Q2 		$242K Sell
7,600
-3,770
-33% -$127K 0.02% 460
2022
Q1 		$416K Buy
11,370
+330
+3% +$12.3K 0.03% 342
2021
Q4 		$475K Buy
11,040
+1,320
+14% +$50.9K 0.03% 316
2021
Q3 		$325K Buy
9,720
+3,390
+54% +$113K 0.02% 353
2021
Q2 		$205K Buy
+6,330
New +$203K 0.01% 453

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

Ritholtz Wealth Management's KLAC Position: Q3 2026 in Review

Ritholtz Wealth Management increased its KLA (KLAC) stake by 19% in Q3 2026, buying an estimated $1.84M and bringing the position to 58,737 shares worth $11.4M. The position accounts for 0.16% of the portfolio, ranked #77.

Ritholtz Wealth Management first reported a position in KLAC in Q2 2021 and has held it in 22 quarters since. The position peaked at $14.9M in Q2 2026. 1,307 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Ritholtz Wealth Management held 58,737 shares of KLA worth $11.4M as of Q3 2026.
  • Ritholtz Wealth Management bought 9,402 KLA shares in Q3 2026, an estimated $1.84M.
  • KLA made up 0.16% of Ritholtz Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Ritholtz Wealth Management first reported a position in KLA in Q2 2021 and has held it in 22 quarters since.
  • Ritholtz Wealth Management's KLA position peaked at $14.9M in Q2 2026.
  • 1,307 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.