TritonPoint Wealth’s KLA KLAC Stock Holding History

TritonPoint Wealth’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	$603K	Buy	3,092 +87	+3%	+$17.1K	0.06%	156
2026 Q2	$907K	Sell	3,005 -255	-8%	-$50.6K	0.09%	133
2026 Q1	$480K	Buy	3,260 +200	+7%	+$29.3K	0.05%	180
2025 Q4	$372K	Sell	3,060 -1,820	-37%	-$213K	0.04%	203
2025 Q3	$526K	Buy	4,880 +120	+3%	+$11.2K	0.05%	213
2025 Q2	$426K	Sell	4,760 -230	-5%	-$17.3K	0.04%	233
2025 Q1	$339K	Buy	4,990 +850	+21%	+$61.2K	0.03%	257
2024 Q4	$261K	Buy	4,140 +890	+27%	+$60.1K	0.02%	292
2024 Q3	$254K	Buy	3,250 +380	+13%	+$29.8K	0.02%	297
2024 Q2	$237K	Buy	+2,870	New	+$212K	0.02%	291

Other funds holding KLAC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

TritonPoint Wealth's KLAC Position: Q3 2026 in Review

TritonPoint Wealth increased its KLA (KLAC) stake by 2.9% in Q3 2026, buying an estimated $17.1K and bringing the position to 3,092 shares worth $603K. The position accounts for 0.06% of the portfolio, ranked #156.

TritonPoint Wealth first reported a position in KLAC in Q2 2024 and has held it in 10 quarters since. The position peaked at $907K in Q2 2026. 1,511 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

TritonPoint Wealth held 3,092 shares of KLA worth $603K as of Q3 2026.
TritonPoint Wealth bought 87 KLA shares in Q3 2026, an estimated $17.1K.
KLA made up 0.06% of TritonPoint Wealth's portfolio in Q3 2026, its #156 holding.
TritonPoint Wealth first reported a position in KLA in Q2 2024 and has held it in 10 quarters since.
TritonPoint Wealth's KLA position peaked at $907K in Q2 2026.
1,511 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.