Creative Planning’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $82.9M | Buy |
562,760
+43,110
| +8% | +$6.31M | 0.06% | 146 |
|
|
2025
Q4 | $63.1M | Buy |
519,650
+59,050
| +13% | +$6.93M | 0.05% | 167 |
|
|
2025
Q3 | $49.7M | Buy |
460,600
+37,010
| +9% | +$3.45M | 0.04% | 187 |
|
|
2025
Q2 | $37.9M | Buy |
423,590
+780
| +0.2% | +$58.7K | 0.03% | 219 |
|
|
2025
Q1 | $28.7M | Buy |
422,810
+18,600
| +5% | +$1.34M | 0.03% | 246 |
|
|
2024
Q4 | $25.5M | Buy |
404,210
+6,500
| +2% | +$439K | 0.02% | 247 |
|
|
2024
Q3 | $29.8M | Buy |
397,710
+42,190
| +12% | +$3.31M | 0.03% | 211 |
|
|
2024
Q2 | $29.3M | Buy |
355,520
+165,070
| +87% | +$12.2M | 0.03% | 204 |
|
|
2024
Q1 | $13.3M | Buy |
190,450
+12,960
| +7% | +$832K | 0.01% | 340 |
|
|
2023
Q4 | $10.3M | Buy |
177,490
+15,690
| +10% | +$817K | 0.02% | 371 |
|
|
2023
Q3 | $7.42M | Buy |
161,800
+18,610
| +13% | +$893K | 0.01% | 425 |
|
|
2023
Q2 | $6.94M | Sell |
143,190
-57,570
| -29% | -$2.41M | 0.01% | 431 |
|
|
2023
Q1 | $8.01M | Sell |
200,760
-3,690
| -2% | -$145K | 0.01% | 383 |
|
|
2022
Q4 | $7.71M | Buy |
204,450
+250
| +0.1% | +$8.71K | 0.01% | 391 |
|
|
2022
Q3 | $6.18M | Sell |
204,200
-4,790
| -2% | -$166K | 0.01% | 398 |
|
|
2022
Q2 | $6.67M | Buy |
208,990
+55,140
| +36% | +$1.85M | 0.01% | 394 |
|
|
2022
Q1 | $5.63M | Buy |
153,850
+15,580
| +11% | +$583K | 0.01% | 426 |
|
|
2021
Q4 | $5.95M | Buy |
138,270
+6,780
| +5% | +$262K | 0.01% | 383 |
|
|
2021
Q3 | $4.4M | Sell |
131,490
-3,560
| -3% | -$119K | 0.01% | 448 |
|
|
2021
Q2 | $4.38M | Sell |
135,050
-27,370
| -17% | -$877K | 0.01% | 444 |
|
|
2021
Q1 | $5.37M | Buy |
162,420
+4,550
| +3% | +$137K | 0.01% | 406 |
|
|
2020
Q4 | $4.09M | Buy |
157,870
+8,260
| +6% | +$193K | 0.01% | 420 |
|
|
2020
Q3 | $2.9M | Sell |
149,610
-21,650
| -13% | -$428K | 0.01% | 446 |
|
|
2020
Q2 | $3.33M | Sell |
171,260
-13,970
| -8% | -$239K | 0.01% | 350 |
|
|
2020
Q1 | $2.66M | Sell |
185,230
-8,030
| -4% | -$129K | 0.01% | 357 |
|
|
2019
Q4 | $3.44M | Buy |
193,260
+79,210
| +69% | +$1.33M | 0.01% | 369 |
|
|
2019
Q3 | $1.82M | Buy |
114,050
+1,660
| +1% | +$23.2K | 0.01% | 522 |
|
|
2019
Q2 | $1.33M | Buy |
112,390
+21,070
| +23% | +$244K | ﹤0.01% | 646 |
|
|
2019
Q1 | $1.09M | Buy |
91,320
+1,650
| +2% | +$17.7K | ﹤0.01% | 702 |
|
|
2018
Q4 | $802K | Sell |
89,670
-4,300
| -5% | -$40K | ﹤0.01% | 758 |
|
|
2018
Q3 | $956K | Buy |
93,970
+120
| +0.1% | +$1.31K | ﹤0.01% | 786 |
|
|
2018
Q2 | $962K | Buy |
93,850
+39,510
| +73% | +$430K | ﹤0.01% | 767 |
|
|
2018
Q1 | $592K | Buy |
54,340
+1,250
| +2% | +$13.9K | ﹤0.01% | 999 |
|
|
2017
Q4 | $558K | Buy |
53,090
+6,590
| +14% | +$69.5K | ﹤0.01% | 1016 |
|
|
2017
Q3 | $493K | Buy |
46,500
+940
| +2% | +$8.97K | ﹤0.01% | 1066 |
|
|
2017
Q2 | $417K | Buy |
45,560
+1,760
| +4% | +$17.6K | ﹤0.01% | 1105 |
|
|
2017
Q1 | $416K | Buy |
43,800
+9,960
| +29% | +$87.7K | ﹤0.01% | 1094 |
|
|
2016
Q4 | $266K | Buy |
33,840
+410
| +1% | +$3.13K | ﹤0.01% | 1254 |
|
|
2016
Q3 | $233K | Buy |
33,430
+2,760
| +9% | +$19.9K | ﹤0.01% | 1317 |
|
|
2016
Q2 | $225K | Sell |
30,670
-240
| -0.8% | -$1.72K | ﹤0.01% | 1198 |
|
|
2016
Q1 | $225K | Sell |
30,910
-4,740
| -13% | -$31.9K | ﹤0.01% | 1152 |
|
|
2015
Q4 | $247K | Buy |
35,650
+2,740
| +8% | +$17.5K | ﹤0.01% | 1086 |
|
|
2015
Q3 | $165K | Buy |
+32,910
| New | +$169K | ﹤0.01% | 1302 |
|
|
2015
Q2 | – | Sell |
-28,670
| Closed | -$167K | – | 2104 |
|
|
2015
Q1 | $167K | Sell |
28,670
-950
| -3% | -$6.08K | ﹤0.01% | 1286 |
|
|
2014
Q4 | $208K | Buy |
29,620
+4,650
| +19% | +$34.3K | ﹤0.01% | 1116 |
|
|
2014
Q3 | $197K | Sell |
24,970
-138,570
| -85% | -$1.05M | ﹤0.01% | 1060 |
|
|
2014
Q2 | $1.19M | Buy |
163,540
+135,930
| +492% | +$902K | 0.02% | 341 |
|
|
2014
Q1 | $191K | Buy |
27,610
+8,530
| +45% | +$55.2K | ﹤0.01% | 1021 |
|
|
2013
Q4 | $123K | Hold |
19,080
| – | – | ﹤0.01% | 1083 |
|
|
2013
Q3 | $116K | Hold |
19,080
| – | – | ﹤0.01% | 1032 |
|
|
2013
Q2 | $106K | Buy |
+19,080
| New | +$104K | ﹤0.01% | 954 |
|
Other funds holding KLAC
VCM
VPM
Creative Planning's KLAC Position: Q1 2026 in Review
Creative Planning increased its KLA (KLAC) stake by 8.3% in Q1 2026, buying an estimated $6.31M and bringing the position to 562,760 shares worth $82.9M. The position accounts for 0.06% of the portfolio, ranked #146.
Creative Planning first reported a position in KLAC in Q2 2013 and has held it in 51 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.
- Creative Planning held 562,760 shares of KLA worth $82.9M as of Q1 2026.
- Creative Planning bought 43,110 KLA shares in Q1 2026, an estimated $6.31M.
- KLA made up 0.06% of Creative Planning's portfolio in Q1 2026, its #146 holding.
- Creative Planning first reported a position in KLA in Q2 2013 and has held it in 51 quarters since.
- 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.