Stiles Financial Services
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Stiles Financial Services’s KLA KLAC Stock Holding History

Stiles Financial Services’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 		$3.18M Sell
16,325
-73
-0.4% -$14.3K 0.81% 37
2026
Q2 		$4.95M Sell
16,398
-1,432
-8% -$284K 1.24% 19
2026
Q1 		$2.63M Buy
17,830
+170
+1% +$24.9K 0.8% 42
2025
Q4 		$2.15M Sell
17,660
-1,270
-7% -$149K 0.66% 51
2025
Q3 		$2.04M Sell
18,930
-270
-1% -$25.2K 0.64% 51
2025
Q2 		$1.72M Sell
19,200
-80
-0.4% -$6.02K 0.59% 57
2025
Q1 		$1.31M Sell
19,280
-10
-0.1% -$720 0.5% 66
2024
Q4 		$1.21M Sell
19,290
-50
-0.3% -$3.38K 0.44% 69
2024
Q3 		$1.5M Buy
19,340
+810
+4% +$63.6K 0.53% 62
2024
Q2 		$1.53M Buy
18,530
+260
+1% +$19.2K 0.59% 55
2024
Q1 		$1.28M Sell
18,270
-590
-3% -$37.9K 0.51% 66
2023
Q4 		$1.1M Sell
18,860
-250
-1% -$13K 0.5% 68
2023
Q3 		$877K Sell
19,110
-870
-4% -$41.7K 0.45% 67
2023
Q2 		$969K Buy
19,980
+2,820
+16% +$118K 0.48% 64
2023
Q1 		$685K Buy
17,160
+810
+5% +$31.9K 0.37% 83
2022
Q4 		$617K Buy
16,350
+2,740
+20% +$95.5K 0.35% 82
2022
Q3 		$412K Buy
13,610
+2,160
+19% +$74.8K 0.25% 101
2022
Q2 		$365K Buy
11,450
+340
+3% +$11.4K 0.22% 115
2022
Q1 		$407K Buy
11,110
+1,120
+11% +$41.9K 0.2% 117
2021
Q4 		$429K Buy
+9,990
New +$386K 0.21% 111

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

Stiles Financial Services's KLAC Position: Q3 2026 in Review

Stiles Financial Services reduced its KLA (KLAC) stake by 0.45% in Q3 2026, selling an estimated $14.3K and leaving 16,325 shares worth $3.18M. The position accounts for 0.81% of the portfolio, ranked #37.

Stiles Financial Services first reported a position in KLAC in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.95M in Q2 2026. 916 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Stiles Financial Services held 16,325 shares of KLA worth $3.18M as of Q3 2026.
  • Stiles Financial Services sold 73 KLA shares in Q3 2026, an estimated $14.3K.
  • KLA made up 0.81% of Stiles Financial Services's portfolio in Q3 2026, its #37 holding.
  • Stiles Financial Services first reported a position in KLA in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's KLA position peaked at $4.95M in Q2 2026.
  • 916 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.