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Total Wealth Planning & Management’s Kulicke & Soffa KLIC Stock Holding History

Total Wealth Planning & Management’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.01M Sell
15,007
-2,681
-15% -$263K 1.36% 11
2026
Q1 		$1.16M Sell
17,688
-3,600
-17% -$229K 0.86% 32
2025
Q4 		$970K Buy
+21,288
New +$899K 0.72% 36
2025
Q2 		$697K Buy
20,155
+4,488
+29% +$146K 0.56% 53
2025
Q1 		$517K Buy
15,667
+7,009
+81% +$288K 0.49% 66
2024
Q4 		$404K Buy
+8,658
New +$406K 0.37% 80

Other funds holding KLIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Total Wealth Planning & Management's KLIC Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Kulicke & Soffa (KLIC) stake by 15% in Q2 2026, selling an estimated $263K and leaving 15,007 shares worth $2.01M. The position accounts for 1.36% of the portfolio, ranked #11.

Total Wealth Planning & Management first reported a position in KLIC in Q4 2024 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold KLIC as of Q2 2026.

  • Total Wealth Planning & Management held 15,007 shares of Kulicke & Soffa worth $2.01M as of Q2 2026.
  • Total Wealth Planning & Management sold 2,681 Kulicke & Soffa shares in Q2 2026, an estimated $263K.
  • Kulicke & Soffa made up 1.36% of Total Wealth Planning & Management's portfolio in Q2 2026, its #11 holding.
  • Total Wealth Planning & Management first reported a position in Kulicke & Soffa in Q4 2024 and has held it in 6 quarters since.
  • 463 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.