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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Plan A Wealth's KLAC Position: Q2 2026 in Review

Plan A Wealth increased its KLA (KLAC) stake by 8% in Q2 2026, buying an estimated $28K and bringing the position to 1,901 shares worth $574K. The position accounts for 0.24% of the portfolio, ranked #70.

Plan A Wealth first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Plan A Wealth held 1,901 shares of KLA worth $574K as of Q2 2026.
Plan A Wealth bought 141 KLA shares in Q2 2026, an estimated $28K.
KLA made up 0.24% of Plan A Wealth's portfolio in Q2 2026, its #70 holding.
Plan A Wealth first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.