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Valeo Financial Advisors’s KLA KLAC Stock Holding History

Valeo 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 		$1.48M Buy
7,567
+1,410
+23% +$277K 0.03% 234
2026
Q2 		$1.85M Buy
6,157
+1,137
+23% +$226K 0.04% 196
2026
Q1 		$737K Sell
5,020
-8,160
-62% -$1.19M 0.02% 319
2025
Q4 		$1.6M Buy
13,180
+670
+5% +$78.6K 0.04% 204
2025
Q3 		$1.35M Buy
12,510
+270
+2% +$25.2K 0.03% 237
2025
Q2 		$1.1M Buy
12,240
+130
+1% +$9.78K 0.03% 281
2025
Q1 		$823K Buy
12,110
+1,700
+16% +$122K 0.02% 299
2024
Q4 		$656K Buy
10,410
+740
+8% +$50K 0.02% 350
2024
Q3 		$749K Sell
9,670
-650
-6% -$51K 0.02% 319
2024
Q2 		$851K Buy
10,320
+2,090
+25% +$154K 0.03% 273
2024
Q1 		$540K Buy
8,230
+660
+9% +$42.4K 0.02% 358
2023
Q4 		$440K Buy
7,570
+250
+3% +$13K 0.02% 397
2023
Q3 		$336K Buy
7,320
+350
+5% +$16.8K 0.02% 429
2023
Q2 		$338K Buy
6,970
+810
+13% +$33.8K 0.02% 405
2023
Q1 		$246K Sell
6,160
-160
-3% -$6.31K 0.01% 498
2022
Q4 		$238K Buy
+6,320
New +$220K 0.01% 442
2021
Q2 		– Sell
-690
Closed -$23K – 1200
2021
Q1 		$23K Buy
690
+360
+109% +$10.8K ﹤0.01% 1131
2020
Q4 		$8K Hold
330
– – ﹤0.01% 1252
2020
Q3 		$6K Sell
330
-320
-49% -$6.32K ﹤0.01% 1212
2020
Q2 		$13K Sell
650
-3,100
-83% -$53K ﹤0.01% 1196
2020
Q1 		$57K Buy
3,750
+140
+4% +$2.25K 0.01% 555
2019
Q4 		$64K Buy
3,610
+110
+3% +$1.84K 0.01% 560
2019
Q3 		$56K Hold
3,500
– – 0.01% 563
2019
Q2 		$41K Buy
3,500
+2,970
+560% +$34.3K ﹤0.01% 662
2019
Q1 		$6K Sell
530
-140
-21% -$1.51K ﹤0.01% 1101
2018
Q4 		$6K Sell
670
-150
-18% -$1.4K ﹤0.01% 1021
2018
Q3 		$7K Buy
820
+120
+17% +$1.31K ﹤0.01% 1082
2018
Q2 		$8K Sell
700
-320
-31% -$3.48K ﹤0.01% 1013
2018
Q1 		$11K Sell
1,020
-5,660
-85% -$63K ﹤0.01% 902
2017
Q4 		$70K Buy
6,680
+170
+3% +$1.79K 0.01% 412
2017
Q3 		$69K Buy
+6,510
New +$62.2K 0.02% 353

Other funds holding KLAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
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
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
GI
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Valeo Financial Advisors increased its KLA (KLAC) stake by 23% in Q3 2026, buying an estimated $277K and bringing the position to 7,567 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #234.

Valeo Financial Advisors first reported a position in KLAC in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.85M in Q2 2026. 67 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Valeo Financial Advisors held 7,567 shares of KLA worth $1.48M as of Q3 2026.
  • Valeo Financial Advisors bought 1,410 KLA shares in Q3 2026, an estimated $277K.
  • KLA made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #234 holding.
  • Valeo Financial Advisors first reported a position in KLA in Q3 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's KLA position peaked at $1.85M in Q2 2026.
  • 67 funds tracked by Wall St. Rank held KLA as of Q3 2026.

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