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WealthPlan Investment Management’s KLA KLAC Stock Holding History

WealthPlan Investment Management’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 		$2.86M Buy
9,493
+523
+6% +$104K 0.14% 132
2026
Q1 		$1.32M Buy
8,970
+4,220
+89% +$617K 0.07% 189
2025
Q4 		$577K Buy
+4,750
New +$557K 0.04% 242
2023
Q3 		– Sell
-600
Closed -$29.1K – 256
2023
Q2 		$29.1K Buy
+600
New +$25.1K 0.01% 228

Other funds holding KLAC

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WealthPlan Investment Management's KLAC Position: Q2 2026 in Review

WealthPlan Investment Management increased its KLA (KLAC) stake by 5.8% in Q2 2026, buying an estimated $104K and bringing the position to 9,493 shares worth $2.86M. The position accounts for 0.14% of the portfolio, ranked #132.

WealthPlan Investment Management first reported a position in KLAC in Q2 2023 and has held it in 4 quarters since. 916 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • WealthPlan Investment Management held 9,493 shares of KLA worth $2.86M as of Q2 2026.
  • WealthPlan Investment Management bought 523 KLA shares in Q2 2026, an estimated $104K.
  • KLA made up 0.14% of WealthPlan Investment Management's portfolio in Q2 2026, its #132 holding.
  • WealthPlan Investment Management first reported a position in KLA in Q2 2023 and has held it in 4 quarters since.
  • 916 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.