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United Financial Planning Group’s KLA KLAC Stock Holding History

United Financial Planning 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 		$24.1K Hold
80
– – 0.01% 151
2026
Q1 		$11.8K Buy
80
+50
+167% +$7.32K 0.01% 192
2025
Q4 		$3.65K Buy
+30
New +$3.52K ﹤0.01% 292

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 $3.38T AUM 44.17% 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

United Financial Planning Group's KLAC Position: Q2 2026 in Review

United Financial Planning Group held its KLA (KLAC) position steady in Q2 2026 at 80 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #151.

United Financial Planning Group first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • United Financial Planning Group held 80 shares of KLA worth $24.1K as of Q2 2026.
  • United Financial Planning Group left its KLA share count unchanged in Q2 2026.
  • KLA made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #151 holding.
  • United Financial Planning Group first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
  • 2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.