Whelan Financial
KLAC icon

Whelan Financial’s KLA KLAC Stock Holding History

Whelan 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 		$3.22M Sell
16,496
-89
-0.5% -$17.5K 0.83% 16
2026
Q2 		$5M Buy
16,585
+215
+1% +$42.7K 1.36% 12
2026
Q1 		$2.41M Buy
16,370
+130
+0.8% +$19K 0.75% 17
2025
Q4 		$1.97M Buy
16,240
+770
+5% +$90.3K 0.62% 21
2025
Q3 		$1.67M Sell
15,470
-2,410
-13% -$225K 0.53% 22
2025
Q2 		$1.6M Buy
17,880
+3,410
+24% +$257K 0.58% 21
2025
Q1 		$984K Buy
14,470
+7,930
+121% +$571K 0.38% 22
2024
Q4 		$412K Buy
+6,540
New +$442K 0.16% 35

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

Whelan Financial's KLAC Position: Q3 2026 in Review

Whelan Financial reduced its KLA (KLAC) stake by 0.54% in Q3 2026, selling an estimated $17.5K and leaving 16,496 shares worth $3.22M. The position accounts for 0.83% of the portfolio, ranked #16.

Whelan Financial first reported a position in KLAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $5M in Q2 2026. 936 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Whelan Financial held 16,496 shares of KLA worth $3.22M as of Q3 2026.
  • Whelan Financial sold 89 KLA shares in Q3 2026, an estimated $17.5K.
  • KLA made up 0.83% of Whelan Financial's portfolio in Q3 2026, its #16 holding.
  • Whelan Financial first reported a position in KLA in Q4 2024 and has held it in 8 quarters since.
  • Whelan Financial's KLA position peaked at $5M in Q2 2026.
  • 936 funds tracked by Wall St. Rank held KLA as of Q3 2026.

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