Phillips Financial Management’s KLA KLAC Stock Holding History

Phillips Financial Management’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	$470K	Buy	+1,557	New	+$309K	0.03%	146

Other funds holding KLAC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Phillips Financial Management's KLAC Position: Q2 2026 in Review

Phillips Financial Management opened a new position in KLA (KLAC) in Q2 2026: 1,557 shares worth $470K. The stake represents 0.03% of the portfolio and ranks #146 among its holdings.

1,184 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Phillips Financial Management held 1,557 shares of KLA worth $470K as of Q2 2026.
KLA was a new Phillips Financial Management position in Q2 2026.
KLA made up 0.03% of Phillips Financial Management's portfolio in Q2 2026, its #146 holding.
1,184 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.