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Essential Planning’s KLA KLAC Stock Holding History

Essential 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
2026
Q2 		$205K Buy
+680
New +$135K 0.06% 85
2025
Q1 		– Sell
-70,850
Closed -$4.8M – 203
2024
Q4 		$4.8M Buy
+70,850
New +$4.79M 0.03% 121

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Essential Planning's KLAC Position: Q2 2026 in Review

Essential Planning opened a new position in KLA (KLAC) in Q2 2026: 680 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #85 among its holdings. This is a return to the name: Essential Planning previously reported a position in KLAC as recently as Q4 2024.

Essential Planning first reported a position in KLAC in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.8M in Q4 2024. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Essential Planning held 680 shares of KLA worth $205K as of Q2 2026.
  • KLA was a new Essential Planning position in Q2 2026.
  • KLA made up 0.06% of Essential Planning's portfolio in Q2 2026, its #85 holding.
  • Essential Planning first reported a position in KLA in Q4 2024 and has held it in 2 quarters since.
  • Essential Planning's KLA position peaked at $4.8M in Q4 2024.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.