Values Added Financial
KLAC icon

Values Added Financial’s KLA KLAC Stock Holding History

Values Added Financial’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 		$315K Sell
1,614
-88
-5% -$17.3K 0.11% 104
2026
Q2 		$514K Buy
1,702
+162
+11% +$32.2K 0.19% 80
2026
Q1 		$227K Buy
+1,540
New +$225K 0.1% 119

Other funds holding KLAC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Values Added Financial's KLAC Position: Q3 2026 in Review

Values Added Financial reduced its KLA (KLAC) stake by 5.2% in Q3 2026, selling an estimated $17.3K and leaving 1,614 shares worth $315K. The position accounts for 0.11% of the portfolio, ranked #104.

Values Added Financial first reported a position in KLAC in Q1 2026 and has held it in 3 quarters since. The position peaked at $514K in Q2 2026. 876 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Values Added Financial held 1,614 shares of KLA worth $315K as of Q3 2026.
  • Values Added Financial sold 88 KLA shares in Q3 2026, an estimated $17.3K.
  • KLA made up 0.11% of Values Added Financial's portfolio in Q3 2026, its #104 holding.
  • Values Added Financial first reported a position in KLA in Q1 2026 and has held it in 3 quarters since.
  • Values Added Financial's KLA position peaked at $514K in Q2 2026.
  • 876 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.