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Summit Financial Strategies’s KLA KLAC Stock Holding History

Summit Financial Strategies’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 		– Sell
-932
Closed -$281K – 172
2026
Q2 		$281K Buy
+932
New +$185K 0.02% 134

Other funds holding KLAC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

Summit Financial Strategies's KLAC Position: Q3 2026 in Review

Summit Financial Strategies sold out of KLA (KLAC) in Q3 2026, closing a stake of 932 shares — an estimated $281K sold.

Summit Financial Strategies first reported a position in KLAC in Q2 2026 and held it in 1 quarter. The position peaked at $281K in Q2 2026. 290 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Summit Financial Strategies reported no remaining KLA position as of Q3 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 932 KLA shares in Q3 2026, an estimated $281K.
  • Summit Financial Strategies first reported a position in KLA in Q2 2026 and held it in 1 quarter.
  • Summit Financial Strategies's KLA position peaked at $281K in Q2 2026.
  • 290 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.