Winthrop Advisory Group
KLAC icon

Winthrop Advisory Group’s KLA KLAC Stock Holding History

Winthrop Advisory Group’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 		$2.03M Sell
10,403
-239
-2% -$46.9K 0.13% 61
2026
Q2 		$3.21M Buy
10,642
+312
+3% +$61.9K 0.22% 50
2026
Q1 		$1.52M Sell
10,330
-930
-8% -$136K 0.12% 62
2025
Q4 		$1.26M Buy
11,260
+910
+9% +$107K 0.11% 63
2025
Q3 		$1.12M Buy
10,350
+10
+0.1% +$933 0.1% 67
2025
Q2 		$926K Buy
10,340
+80
+0.8% +$6.02K 0.09% 71
2025
Q1 		$698K Sell
10,260
-200
-2% -$14.4K 0.08% 72
2024
Q4 		$659K Sell
10,460
-10
-0.1% -$676 0.08% 79
2024
Q3 		$811K Buy
10,470
+10
+0.1% +$785 0.1% 66
2024
Q2 		$862K Buy
10,460
+30
+0.3% +$2.22K 0.12% 58
2024
Q1 		$728K Sell
10,430
-390
-4% -$25K 0.11% 63
2023
Q4 		$629K Hold
10,820
– – 0.1% 68
2023
Q3 		$496K Buy
10,820
+40
+0.4% +$1.92K 0.08% 71
2023
Q2 		$523K Sell
10,780
-30
-0.3% -$1.25K 0.08% 72
2023
Q1 		$431K Buy
10,810
+60
+0.6% +$2.36K 0.08% 78
2022
Q4 		$405K Buy
10,750
+20
+0.2% +$697 0.08% 82
2022
Q3 		$325K Buy
10,730
+20
+0.2% +$693 0.07% 79
2022
Q2 		$342K Sell
10,710
-330
-3% -$11.1K 0.08% 80
2022
Q1 		$404K Buy
11,040
+20
+0.2% +$748 0.08% 83
2021
Q4 		$474K Buy
11,020
+10
+0.1% +$386 0.1% 70
2021
Q3 		$368K Buy
11,010
+20
+0.2% +$668 0.08% 86
2021
Q2 		$356K Buy
10,990
+20
+0.2% +$641 0.08% 85
2021
Q1 		$363K Sell
10,970
-2,980
-21% -$89.8K 0.09% 79
2020
Q4 		$361K Sell
13,950
-900
-6% -$21K 0.09% 82
2020
Q3 		$294K Buy
14,850
+1,870
+14% +$37K 0.09% 85
2020
Q2 		$251K Buy
+12,980
New +$222K 0.09% 77
2020
Q1 		– Sell
-13,940
Closed -$248K – 92
2019
Q4 		$248K Buy
13,940
+70
+0.5% +$1.17K 0.09% 94
2019
Q3 		$221K Buy
+13,870
New +$194K 0.09% 87

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

Winthrop Advisory Group's KLAC Position: Q3 2026 in Review

Winthrop Advisory Group reduced its KLA (KLAC) stake by 2.2% in Q3 2026, selling an estimated $46.9K and leaving 10,403 shares worth $2.03M. The position accounts for 0.13% of the portfolio, ranked #61.

Winthrop Advisory Group first reported a position in KLAC in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.21M in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Winthrop Advisory Group held 10,403 shares of KLA worth $2.03M as of Q3 2026.
  • Winthrop Advisory Group sold 239 KLA shares in Q3 2026, an estimated $46.9K.
  • KLA made up 0.13% of Winthrop Advisory Group's portfolio in Q3 2026, its #61 holding.
  • Winthrop Advisory Group first reported a position in KLA in Q3 2019 and has held it in 28 quarters since.
  • Winthrop Advisory Group's KLA position peaked at $3.21M in Q2 2026.
  • 637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.