Creative Planning’s KLA KLAC Stock Holding History

Creative Planning’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
2024 Q3	–	Sell	-13,000	Closed	-$4.66K	–	3262
2024 Q2	$4.66K	Hold	13,000	–	–	﹤0.01%	3029
2024 Q1	$13.5K	Buy	+13,000	New	+$835K	﹤0.01%	2857
2023 Q4	–	Sell	-10,000	Closed	-$7.95K	–	2932
2023 Q3	$7.95K	Buy	+10,000	New	+$480K	﹤0.01%	2674
2023 Q2	–	Sell	-10,000	Closed	-$1.73K	–	2740
2023 Q1	$1.73K	Hold	10,000	–	–	﹤0.01%	2523
2022 Q4	$1K	Hold	10,000	–	–	﹤0.01%	2444
2022 Q3	$18K	Buy	+10,000	New	+$346K	﹤0.01%	2189
2021 Q2	–	Sell	-13,000	Closed	-$2K	–	2344
2021 Q1	$2K	Hold	13,000	–	–	﹤0.01%	2556
2020 Q4	$4K	Hold	13,000	–	–	﹤0.01%	2271
2020 Q3	$7K	Buy	+13,000	New	+$257K	﹤0.01%	2032

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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.