Toth Financial Advisory’s KLA KLAC Stock Holding History

Toth Financial Advisory’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	$201K	Buy	1,032 +22	+2%	+$4.32K	0.02%	232
2026 Q2	$305K	Hold	1,010	–	–	0.03%	206
2026 Q1	$149K	Buy	1,010 +10	+1%	+$1.46K	0.02%	240
2025 Q4	$122K	Hold	1,000	–	–	0.01%	247
2025 Q3	$108K	Buy	1,000 +900	+900%	+$84K	0.01%	259
2025 Q2	$8.96K	Hold	100	–	–	﹤0.01%	500
2025 Q1	$6.8K	Hold	100	–	–	﹤0.01%	494
2024 Q4	$6.3K	Hold	100	–	–	﹤0.01%	497
2024 Q3	$7.75K	Hold	100	–	–	﹤0.01%	476
2024 Q2	$8.25K	Buy	100 +40	+67%	+$2.96K	﹤0.01%	481
2024 Q1	$4.19K	Hold	60	–	–	﹤0.01%	539
2023 Q4	$3.49K	Hold	60	–	–	﹤0.01%	565
2023 Q3	$2.75K	Hold	60	–	–	﹤0.01%	603
2023 Q2	$2.91K	Sell	60 -90	-60%	-$3.76K	﹤0.01%	605
2023 Q1	$5.99K	Buy	150 +90	+150%	+$3.55K	﹤0.01%	521
2022 Q4	$2.26K	Hold	60	–	–	﹤0.01%	579
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	641
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	597
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	626
2021 Q4	$3K	Hold	60	–	–	﹤0.01%	613
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	656
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	598
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	595
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	540
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	525
2020 Q2	$1K	Buy	+60	New	+$1.03K	﹤0.01%	508

Other funds holding KLAC

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's KLAC Position: Q3 2026 in Review

Toth Financial Advisory increased its KLA (KLAC) stake by 2.2% in Q3 2026, buying an estimated $4.32K and bringing the position to 1,032 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #232.

Toth Financial Advisory first reported a position in KLAC in Q2 2020 and has held it in 26 quarters since. The position peaked at $305K in Q2 2026. 67 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

Toth Financial Advisory held 1,032 shares of KLA worth $201K as of Q3 2026.
Toth Financial Advisory bought 22 KLA shares in Q3 2026, an estimated $4.32K.
KLA made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #232 holding.
Toth Financial Advisory first reported a position in KLA in Q2 2020 and has held it in 26 quarters since.
Toth Financial Advisory's KLA position peaked at $305K in Q2 2026.
67 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.