Rockingstone Advisors
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Rockingstone Advisors’s KLA KLAC Stock Holding History

Rockingstone 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 		$251K Hold
1,290
– – 0.1% 101
2026
Q2 		$389K Buy
+1,290
New +$256K 0.16% 93

Other funds holding KLAC

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
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

Rockingstone Advisors's KLAC Position: Q3 2026 in Review

Rockingstone Advisors held its KLA (KLAC) position steady in Q3 2026 at 1,290 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #101.

Rockingstone Advisors first reported a position in KLAC in Q2 2026 and has held it in 2 quarters since. The position peaked at $389K in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Rockingstone Advisors held 1,290 shares of KLA worth $251K as of Q3 2026.
  • Rockingstone Advisors left its KLA share count unchanged in Q3 2026.
  • KLA made up 0.1% of Rockingstone Advisors's portfolio in Q3 2026, its #101 holding.
  • Rockingstone Advisors first reported a position in KLA in Q2 2026 and has held it in 2 quarters since.
  • Rockingstone Advisors's KLA position peaked at $389K in Q2 2026.
  • 1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

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