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Falcon Wealth Planning’s KLA KLAC Stock Holding History

Falcon Wealth 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 		$384K Buy
+1,274
New +$253K 0.02% 167

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

Falcon Wealth Planning's KLAC Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in KLA (KLAC) in Q2 2026: 1,274 shares worth $384K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings.

2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Falcon Wealth Planning held 1,274 shares of KLA worth $384K as of Q2 2026.
  • KLA was a new Falcon Wealth Planning position in Q2 2026.
  • KLA made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #167 holding.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.