RMR Wealth Builders
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RMR Wealth Builders’s KLA KLAC Stock Holding History

RMR Wealth Builders’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 		$3.7M Sell
18,994
-2,324
-11% -$456K 0.22% 72
2026
Q2 		$6.43M Buy
21,318
+5,768
+37% +$1.15M 0.4% 42
2026
Q1 		$2.29M Buy
15,550
+12,480
+407% +$1.83M 0.18% 79
2025
Q4 		$373K Sell
3,070
-690
-18% -$80.9K 0.03% 206
2025
Q3 		$406K Buy
3,760
+1,420
+61% +$132K 0.03% 194
2025
Q2 		$210K Buy
+2,340
New +$176K 0.02% 272
2024
Q4 		– Sell
-2,730
Closed -$211K – 263
2024
Q3 		$211K Sell
2,730
-150
-5% -$11.8K 0.02% 244
2024
Q2 		$237K Sell
2,880
-660
-19% -$48.8K 0.03% 222
2024
Q1 		$247K Buy
+3,540
New +$227K 0.03% 228

Other funds holding KLAC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

RMR Wealth Builders's KLAC Position: Q3 2026 in Review

RMR Wealth Builders reduced its KLA (KLAC) stake by 11% in Q3 2026, selling an estimated $456K and leaving 18,994 shares worth $3.7M. The position accounts for 0.22% of the portfolio, ranked #72.

RMR Wealth Builders first reported a position in KLAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.43M in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • RMR Wealth Builders held 18,994 shares of KLA worth $3.7M as of Q3 2026.
  • RMR Wealth Builders sold 2,324 KLA shares in Q3 2026, an estimated $456K.
  • KLA made up 0.22% of RMR Wealth Builders's portfolio in Q3 2026, its #72 holding.
  • RMR Wealth Builders first reported a position in KLA in Q1 2024 and has held it in 9 quarters since.
  • RMR Wealth Builders's KLA position peaked at $6.43M in Q2 2026.
  • 637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.