Valley Wealth Managers
KLAC icon

Valley Wealth Managers’s KLA KLAC Stock Holding History

Valley Wealth Managers’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 		$1.24M Buy
6,339
+293
+5% +$57.5K 0.07% 133
2026
Q2 		$1.82M Sell
6,046
-1,904
-24% -$378K 0.11% 121
2026
Q1 		$1.17M Sell
7,950
-560
-7% -$81.9K 0.08% 130
2025
Q4 		$1.03M Sell
8,510
-210
-2% -$24.6K 0.07% 131
2025
Q3 		$941K Buy
8,720
+720
+9% +$67.2K 0.06% 131
2025
Q2 		$717K Sell
8,000
-360
-4% -$27.1K 0.05% 139
2025
Q1 		$568K Buy
8,360
+340
+4% +$24.5K 0.04% 150
2024
Q4 		$505K Buy
8,020
+1,800
+29% +$122K 0.04% 158
2024
Q3 		$482K Buy
6,220
+190
+3% +$14.9K 0.04% 160
2024
Q2 		$497K Sell
6,030
-600
-9% -$44.3K 0.04% 153
2024
Q1 		$463K Buy
6,630
+660
+11% +$42.4K 0.03% 150
2023
Q4 		$347K Sell
5,970
-160
-3% -$8.33K 0.03% 156
2023
Q3 		$281K Buy
6,130
+150
+3% +$7.19K 0.02% 166
2023
Q2 		$290K Sell
5,980
-180
-3% -$7.52K 0.03% 136
2023
Q1 		$246K Sell
6,160
-170
-3% -$6.7K 0.02% 146
2022
Q4 		$239K Sell
6,330
-580
-8% -$20.2K 0.02% 151
2022
Q3 		$209K Hold
6,910
– – 0.02% 162
2022
Q2 		$220K Sell
6,910
-2,500
-27% -$84.1K 0.02% 176
2022
Q1 		$344K Buy
9,410
+700
+8% +$26.2K 0.03% 151
2021
Q4 		$375K Buy
8,710
+820
+10% +$31.6K 0.03% 149
2021
Q3 		$264K Buy
7,890
+570
+8% +$19K 0.02% 165
2021
Q2 		$237K Buy
+7,320
New +$235K 0.02% 179
2019
Q3 		– Sell
-20,300
Closed -$240K – 196
2019
Q2 		$240K Sell
20,300
-7,130
-26% -$82.5K 0.03% 179
2019
Q1 		$328K Buy
+27,430
New +$295K 0.04% 173

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

Valley Wealth Managers's KLAC Position: Q3 2026 in Review

Valley Wealth Managers increased its KLA (KLAC) stake by 4.8% in Q3 2026, buying an estimated $57.5K and bringing the position to 6,339 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #133.

Valley Wealth Managers first reported a position in KLAC in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.82M in Q2 2026. 552 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Valley Wealth Managers held 6,339 shares of KLA worth $1.24M as of Q3 2026.
  • Valley Wealth Managers bought 293 KLA shares in Q3 2026, an estimated $57.5K.
  • KLA made up 0.07% of Valley Wealth Managers's portfolio in Q3 2026, its #133 holding.
  • Valley Wealth Managers first reported a position in KLA in Q1 2019 and has held it in 24 quarters since.
  • Valley Wealth Managers's KLA position peaked at $1.82M in Q2 2026.
  • 552 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.