True Wealth Design’s Kulicke & Soffa KLIC Stock Holding History

True Wealth Design’s Portfolio KLIC Stock Details KLIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$84.1K	Hold	892	–	–	0.02%	333
2026 Q2	$119K	Sell	892 -3	-0.3%	-$294	0.03%	211
2026 Q1	$58.8K	Hold	895	–	–	0.02%	355
2025 Q4	$40.8K	Buy	895 +3	+0.3%	+$127	0.01%	392
2025 Q3	$36.3K	Buy	892 +44	+5%	+$1.63K	0.01%	412
2025 Q2	$29.3K	Buy	848 +837	+7,609%	+$27.2K	0.01%	303
2025 Q1	$363	Buy	+11	New	+$451	﹤0.01%	1686

Other funds holding KLIC

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

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

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

True Wealth Design's KLIC Position: Q3 2026 in Review

True Wealth Design held its Kulicke & Soffa (KLIC) position steady in Q3 2026 at 892 shares worth $84.1K. The position accounts for 0.02% of the portfolio, ranked #333.

True Wealth Design first reported a position in KLIC in Q1 2025 and has held it in 7 quarters since. The position peaked at $119K in Q2 2026. 19 funds tracked by Wall St. Rank hold KLIC as of Q3 2026.

True Wealth Design held 892 shares of Kulicke & Soffa worth $84.1K as of Q3 2026.
True Wealth Design left its Kulicke & Soffa share count unchanged in Q3 2026.
Kulicke & Soffa made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #333 holding.
True Wealth Design first reported a position in Kulicke & Soffa in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Kulicke & Soffa position peaked at $119K in Q2 2026.
19 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.