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Plan A Wealth’s KLA KLAC Stock Holding History

Plan A Wealth’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
Q3 		$362K Sell
1,858
-43
-2% -$8.44K 0.13% 107
2026
Q2 		$574K Buy
1,901
+141
+8% +$28K 0.24% 70
2026
Q1 		$259K Buy
1,760
+10
+0.6% +$1.46K 0.12% 136
2025
Q4 		$213K Buy
+1,750
New +$205K 0.1% 153

Other funds holding KLAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Plan A Wealth's KLAC Position: Q3 2026 in Review

Plan A Wealth reduced its KLA (KLAC) stake by 2.3% in Q3 2026, selling an estimated $8.44K and leaving 1,858 shares worth $362K. The position accounts for 0.13% of the portfolio, ranked #107.

Plan A Wealth first reported a position in KLAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $574K in Q2 2026. 67 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • Plan A Wealth held 1,858 shares of KLA worth $362K as of Q3 2026.
  • Plan A Wealth sold 43 KLA shares in Q3 2026, an estimated $8.44K.
  • KLA made up 0.13% of Plan A Wealth's portfolio in Q3 2026, its #107 holding.
  • Plan A Wealth first reported a position in KLA in Q4 2025 and has held it in 4 quarters since.
  • Plan A Wealth's KLA position peaked at $574K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.