UWPG
KLAC icon

Ullmann Wealth Partners Group’s KLA KLAC Stock Holding History

Ullmann Wealth Partners Group’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 		$1.02M Buy
3,386
+176
+5% +$34.9K 0.09% 85
2026
Q1 		$472K Buy
3,210
+440
+16% +$64.4K 0.05% 103
2025
Q4 		$335K Hold
2,770
– – 0.03% 122
2025
Q3 		$299K Hold
2,770
– – 0.03% 125
2025
Q2 		$248K Buy
+2,770
New +$208K 0.03% 126

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

Ullmann Wealth Partners Group's KLAC Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its KLA (KLAC) stake by 5.5% in Q2 2026, buying an estimated $34.9K and bringing the position to 3,386 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #85.

Ullmann Wealth Partners Group first reported a position in KLAC in Q2 2025 and has held it in 5 quarters since. 2,481 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Ullmann Wealth Partners Group held 3,386 shares of KLA worth $1.02M as of Q2 2026.
  • Ullmann Wealth Partners Group bought 176 KLA shares in Q2 2026, an estimated $34.9K.
  • KLA made up 0.09% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #85 holding.
  • Ullmann Wealth Partners Group first reported a position in KLA in Q2 2025 and has held it in 5 quarters since.
  • 2,481 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.