WWM
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Whalen Wealth Management’s KLA KLAC Stock Holding History

Whalen Wealth Management’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 		$745K Buy
3,821
+492
+15% +$96.5K 0.32% 85
2026
Q2 		$1M Buy
+3,329
New +$661K 0.45% 65

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

Whalen Wealth Management's KLAC Position: Q3 2026 in Review

Whalen Wealth Management increased its KLA (KLAC) stake by 15% in Q3 2026, buying an estimated $96.5K and bringing the position to 3,821 shares worth $745K. The position accounts for 0.32% of the portfolio, ranked #85.

Whalen Wealth Management first reported a position in KLAC in Q2 2026 and has held it in 2 quarters since. The position peaked at $1M in Q2 2026. 67 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Whalen Wealth Management held 3,821 shares of KLA worth $745K as of Q3 2026.
  • Whalen Wealth Management bought 492 KLA shares in Q3 2026, an estimated $96.5K.
  • KLA made up 0.32% of Whalen Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Whalen Wealth Management first reported a position in KLA in Q2 2026 and has held it in 2 quarters since.
  • Whalen Wealth Management's KLA position peaked at $1M in Q2 2026.
  • 67 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.