Encompass Wealth Advisors’s KLA KLAC Stock Holding History

Encompass Wealth Advisors’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	$2.75M	Hold	9,110	–	–	0.84%	24
2026 Q1	$1.34M	Hold	9,110	–	–	0.47%	33
2025 Q4	$1.11M	Hold	9,110	–	–	0.38%	41
2025 Q3	$983K	Sell	9,110 -900	-9%	-$84K	0.33%	45
2025 Q2	$897K	Sell	10,010 -20	-0.2%	-$1.5K	0.33%	45
2025 Q1	$682K	Hold	10,030	–	–	0.28%	50
2024 Q4	$632K	Buy	10,030 +30	+0.3%	+$2.03K	0.26%	51
2024 Q3	$774K	Hold	10,000	–	–	0.19%	107
2024 Q2	$825K	Hold	10,000	–	–	0.22%	92
2024 Q1	$699K	Hold	10,000	–	–	0.19%	113
2023 Q4	$581K	Hold	10,000	–	–	0.17%	110
2023 Q3	$459K	Hold	10,000	–	–	0.15%	122
2023 Q2	$485K	Hold	10,000	–	–	0.16%	118
2023 Q1	$399K	Hold	10,000	–	–	0.14%	133
2022 Q4	$377K	Hold	10,000	–	–	0.14%	129
2022 Q3	$303K	Hold	10,000	–	–	0.12%	147
2022 Q2	$319K	Hold	10,000	–	–	0.11%	147
2022 Q1	$366K	Hold	10,000	–	–	0.09%	154
2021 Q4	$430K	Hold	10,000	–	–	0.1%	144
2021 Q3	$334K	Hold	10,000	–	–	0.09%	169
2021 Q2	$324K	Hold	10,000	–	–	0.08%	178
2021 Q1	$307K	Hold	10,000	–	–	0.08%	181
2020 Q4	$259K	Buy	+10,000	New	+$233K	0.15%	91

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Encompass Wealth Advisors's KLAC Position: Q2 2026 in Review

Encompass Wealth Advisors held its KLA (KLAC) position steady in Q2 2026 at 9,110 shares worth $2.75M. The position accounts for 0.84% of the portfolio, ranked #24.

Encompass Wealth Advisors first reported a position in KLAC in Q4 2020 and has held it in 23 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Encompass Wealth Advisors held 9,110 shares of KLA worth $2.75M as of Q2 2026.
Encompass Wealth Advisors left its KLA share count unchanged in Q2 2026.
KLA made up 0.84% of Encompass Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Encompass Wealth Advisors first reported a position in KLA in Q4 2020 and has held it in 23 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.