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Avantax Planning Partners’s KLA KLAC Stock Holding History

Avantax Planning Partners’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
Q2 		$1.17M Sell
3,870
-70
-2% -$13.9K 0.03% 193
2026
Q1 		$580K Buy
3,940
+180
+5% +$26.3K 0.02% 261
2025
Q4 		$457K Sell
3,760
-270
-7% -$31.7K 0.01% 286
2025
Q3 		$435K Sell
4,030
-310
-7% -$28.9K 0.01% 293
2025
Q2 		$389K Sell
4,340
-470
-10% -$35.4K 0.01% 305
2025
Q1 		$327K Sell
4,810
-890
-16% -$64.1K 0.01% 324
2024
Q4 		$359K Buy
5,700
+160
+3% +$10.8K 0.01% 302
2024
Q3 		$429K Sell
5,540
-320
-5% -$25.1K 0.02% 282
2024
Q2 		$483K Sell
5,860
-500
-8% -$36.9K 0.02% 292
2024
Q1 		$444K Buy
6,360
+500
+9% +$32.1K 0.01% 307
2023
Q4 		$341K Sell
5,860
-10
-0.2% -$520 0.01% 284
2023
Q3 		$269K Sell
5,870
-1,830
-24% -$87.8K 0.01% 300
2023
Q2 		$373K Buy
7,700
+50
+0.7% +$2.09K 0.01% 263
2023
Q1 		$305K Hold
7,650
– – 0.01% 289
2022
Q4 		$288K Hold
7,650
– – 0.01% 307
2022
Q3 		$232K Sell
7,650
-50
-0.6% -$1.73K 0.01% 305
2022
Q2 		$246K Buy
+7,700
New +$259K 0.01% 300
2018
Q4 		– Sell
-2,200
Closed -$22K – 778
2018
Q3 		$22K Buy
+2,200
New +$24K ﹤0.01% 673
2018
Q2 		– Sell
-3,010
Closed -$33K – 887
2018
Q1 		$33K Buy
+3,010
New +$33.5K ﹤0.01% 616

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Avantax Planning Partners's KLAC Position: Q2 2026 in Review

Avantax Planning Partners reduced its KLA (KLAC) stake by 1.8% in Q2 2026, selling an estimated $13.9K and leaving 3,870 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #193.

Avantax Planning Partners first reported a position in KLAC in Q1 2018 and has held it in 19 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Avantax Planning Partners held 3,870 shares of KLA worth $1.17M as of Q2 2026.
  • Avantax Planning Partners sold 70 KLA shares in Q2 2026, an estimated $13.9K.
  • KLA made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #193 holding.
  • Avantax Planning Partners first reported a position in KLA in Q1 2018 and has held it in 19 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.