Ritholtz Wealth Management
KLIC icon

Ritholtz Wealth Management’s Kulicke & Soffa KLIC Stock Holding History

Ritholtz Wealth Management’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,585
Closed -$212K – 1462
2026
Q2 		$212K Buy
+1,585
New +$155K ﹤0.01% 1221
2024
Q2 		– Sell
-6,469
Closed -$325K – 849
2024
Q1 		$325K Sell
6,469
-6,071
-48% -$304K 0.01% 617
2023
Q4 		$686K Buy
12,540
+552
+5% +$26.8K 0.03% 415
2023
Q3 		$583K Sell
11,988
-2,224
-16% -$118K 0.03% 421
2023
Q2 		$845K Buy
14,212
+4,769
+51% +$246K 0.04% 314
2023
Q1 		$498K Buy
+9,443
New +$491K 0.02% 403

Other funds holding KLIC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

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

Ritholtz Wealth Management sold out of Kulicke & Soffa (KLIC) in Q3 2026, closing a stake of 1,585 shares — an estimated $212K sold.

Ritholtz Wealth Management first reported a position in KLIC in Q1 2023 and held it in 6 quarters. The position peaked at $845K in Q2 2023. 259 funds tracked by Wall St. Rank hold KLIC as of Q3 2026.

  • Ritholtz Wealth Management reported no remaining Kulicke & Soffa position as of Q3 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 1,585 Kulicke & Soffa shares in Q3 2026, an estimated $212K.
  • Ritholtz Wealth Management first reported a position in Kulicke & Soffa in Q1 2023 and held it in 6 quarters.
  • Ritholtz Wealth Management's Kulicke & Soffa position peaked at $845K in Q2 2023.
  • 259 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q3 2026.

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