Teamwork Financial Advisors
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Teamwork Financial Advisors’s KLA KLAC Stock Holding History

Teamwork Financial 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 		$13.7M Buy
70,368
+1,700
+2% +$334K 1.51% 21
2026
Q2 		$20.7M Sell
68,668
-17,382
-20% -$3.45M 1.88% 14
2026
Q1 		$12.7M Sell
86,050
-31,460
-27% -$4.6M 1.34% 26
2025
Q4 		$14.3M Sell
117,510
-6,330
-5% -$742K 1.44% 27
2025
Q3 		$13.4M Buy
123,840
+92,810
+299% +$8.66M 1.38% 29
2025
Q2 		$2.78M Buy
31,030
+21,300
+219% +$1.6M 0.32% 54
2025
Q1 		$662K Sell
9,730
-22,970
-70% -$1.65M 0.09% 104
2024
Q4 		$2.06M Sell
32,700
-13,740
-30% -$929K 0.27% 56
2024
Q3 		$3.6M Buy
46,440
+3,610
+8% +$283K 0.5% 38
2024
Q2 		$3.53M Sell
42,830
-124,940
-74% -$9.23M 0.52% 39
2024
Q1 		$11.7M Buy
167,770
+54,910
+49% +$3.53M 1.8% 14
2023
Q4 		$6.56M Sell
112,860
-11,100
-9% -$578K 1.13% 20
2023
Q3 		$5.69M Buy
123,960
+77,730
+168% +$3.73M 0.93% 28
2023
Q2 		$2.24M Sell
46,230
-73,040
-61% -$3.05M 0.36% 48
2023
Q1 		$4.76M Buy
119,270
+78,320
+191% +$3.09M 0.88% 30
2022
Q4 		$1.54M Sell
40,950
-85,790
-68% -$2.99M 0.31% 52
2022
Q3 		$3.84M Buy
126,740
+66,870
+112% +$2.32M 0.83% 22
2022
Q2 		$1.91M Sell
59,870
-32,840
-35% -$1.1M 0.42% 48
2022
Q1 		$3.39M Buy
92,710
+66,620
+255% +$2.49M 0.63% 30
2021
Q4 		$1.12M Buy
+26,090
New +$1.01M 0.21% 104

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

Teamwork Financial Advisors's KLAC Position: Q3 2026 in Review

Teamwork Financial Advisors increased its KLA (KLAC) stake by 2.5% in Q3 2026, buying an estimated $334K and bringing the position to 70,368 shares worth $13.7M. The position accounts for 1.51% of the portfolio, ranked #21.

Teamwork Financial Advisors first reported a position in KLAC in Q4 2021 and has held it in 20 quarters since. The position peaked at $20.7M in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Teamwork Financial Advisors held 70,368 shares of KLA worth $13.7M as of Q3 2026.
  • Teamwork Financial Advisors bought 1,700 KLA shares in Q3 2026, an estimated $334K.
  • KLA made up 1.51% of Teamwork Financial Advisors's portfolio in Q3 2026, its #21 holding.
  • Teamwork Financial Advisors first reported a position in KLA in Q4 2021 and has held it in 20 quarters since.
  • Teamwork Financial Advisors's KLA position peaked at $20.7M in Q2 2026.
  • 637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.