Ellenbecker Investment Group’s KLA KLAC Stock Holding History

Ellenbecker Investment 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 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

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

Ellenbecker Investment Group's KLAC Position: Q1 2026 in Review

Ellenbecker Investment Group increased its KLA (KLAC) stake by 14% in Q1 2026, buying an estimated $54.1K and bringing the position to 3,090 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #81.

Ellenbecker Investment Group first reported a position in KLAC in Q3 2023 and has held it in 6 quarters since. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Ellenbecker Investment Group held 3,090 shares of KLA worth $456K as of Q1 2026.
Ellenbecker Investment Group bought 370 KLA shares in Q1 2026, an estimated $54.1K.
KLA made up 0.06% of Ellenbecker Investment Group's portfolio in Q1 2026, its #81 holding.
Ellenbecker Investment Group first reported a position in KLA in Q3 2023 and has held it in 6 quarters since.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.