Root Financial Partners
KLAC icon

Root Financial Partners’s KLA KLAC Stock Holding History

Root Financial Partners’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 		$1.65M Buy
8,446
+412
+5% +$80.8K 0.06% 94
2026
Q2 		$2.42M Sell
8,034
-186
-2% -$36.9K 0.09% 67
2026
Q1 		$1.21M Buy
8,220
+260
+3% +$38K 0.06% 88
2025
Q4 		$967K Buy
7,960
+100
+1% +$11.7K 0.05% 100
2025
Q3 		$848K Buy
7,860
+350
+5% +$32.7K 0.05% 95
2025
Q2 		$673K Buy
7,510
+190
+3% +$14.3K 0.07% 96
2025
Q1 		$498K Buy
7,320
+210
+3% +$15.1K 0.05% 117
2024
Q4 		$448K Buy
7,110
+330
+5% +$22.3K 0.06% 123
2024
Q3 		$525K Buy
6,780
+200
+3% +$15.7K 0.08% 86
2024
Q2 		$543K Buy
6,580
+20
+0.3% +$1.48K 0.13% 64
2024
Q1 		$458K Buy
6,560
+260
+4% +$16.7K 0.14% 59
2023
Q4 		$366K Sell
6,300
-610
-9% -$31.8K 0.14% 58
2023
Q3 		$317K Sell
6,910
-500
-7% -$24K 0.17% 55
2023
Q2 		$359K Sell
7,410
-260
-3% -$10.9K 0.21% 49
2023
Q1 		$306K Buy
+7,670
New +$302K 0.22% 52

Other funds holding KLAC

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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Root Financial Partners's KLAC Position: Q3 2026 in Review

Root Financial Partners increased its KLA (KLAC) stake by 5.1% in Q3 2026, buying an estimated $80.8K and bringing the position to 8,446 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #94.

Root Financial Partners first reported a position in KLAC in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.42M in Q2 2026. 884 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Root Financial Partners held 8,446 shares of KLA worth $1.65M as of Q3 2026.
  • Root Financial Partners bought 412 KLA shares in Q3 2026, an estimated $80.8K.
  • KLA made up 0.06% of Root Financial Partners's portfolio in Q3 2026, its #94 holding.
  • Root Financial Partners first reported a position in KLA in Q1 2023 and has held it in 15 quarters since.
  • Root Financial Partners's KLA position peaked at $2.42M in Q2 2026.
  • 884 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.