Ellenbecker Investment Group’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$659K Sell
2,184
-906
-29% -$180K 0.08% 68
2026
Q1
$456K Buy
3,090
+370
+14% +$54.1K 0.06% 81
2025
Q4
$331K Buy
2,720
+490
+22% +$57.5K 0.05% 94
2025
Q3
$241K Sell
2,230
-20
-0.9% -$1.87K 0.04% 111
2025
Q2
$202K Buy
+2,250
New +$169K 0.03% 119
2024
Q3
Sell
-5,340
Closed -$440K 116
2024
Q2
$440K Buy
+5,340
New +$394K 0.09% 68
2023
Q4
Sell
-5,430
Closed -$249K 102
2023
Q3
$249K Buy
+5,430
New +$260K 0.06% 85

Other funds holding KLAC

Ellenbecker Investment Group's KLAC Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its KLA (KLAC) stake by 29% in Q2 2026, selling an estimated $180K and leaving 2,184 shares worth $659K. The position accounts for 0.08% of the portfolio, ranked #68.

Ellenbecker Investment Group first reported a position in KLAC in Q3 2023 and has held it in 7 quarters since. 2,486 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Ellenbecker Investment Group held 2,184 shares of KLA worth $659K as of Q2 2026.
  • Ellenbecker Investment Group sold 906 KLA shares in Q2 2026, an estimated $180K.
  • KLA made up 0.08% of Ellenbecker Investment Group's portfolio in Q2 2026, its #68 holding.
  • Ellenbecker Investment Group first reported a position in KLA in Q3 2023 and has held it in 7 quarters since.
  • 2,486 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.