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EnRich Financial Partners’s KLA KLAC Stock Holding History

EnRich Financial Partners’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 		$459K Hold
1,520
– – 0.11% 43
2026
Q1 		$224K Buy
+1,520
New +$222K 0.06% 60
2025
Q1 		– Sell
-1,520
Closed -$95.8K – 144
2024
Q4 		$95.8K Hold
1,520
– – 0.03% 78
2024
Q3 		$118K Hold
1,520
– – 0.04% 68
2024
Q2 		$125K Buy
+1,520
New +$112K 0.05% 64

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EnRich Financial Partners's KLAC Position: Q2 2026 in Review

EnRich Financial Partners held its KLA (KLAC) position steady in Q2 2026 at 1,520 shares worth $459K. The position accounts for 0.11% of the portfolio, ranked #43.

EnRich Financial Partners first reported a position in KLAC in Q2 2024 and has held it in 5 quarters since. 2,467 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • EnRich Financial Partners held 1,520 shares of KLA worth $459K as of Q2 2026.
  • EnRich Financial Partners left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.11% of EnRich Financial Partners's portfolio in Q2 2026, its #43 holding.
  • EnRich Financial Partners first reported a position in KLA in Q2 2024 and has held it in 5 quarters since.
  • 2,467 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.