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WealthPLAN Partners’s KLA KLAC Stock Holding History

WealthPLAN Partners’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 		$669K Buy
2,217
+77
+4% +$15.3K 0.13% 137
2026
Q1 		$315K Sell
2,140
-150
-7% -$21.9K 0.06% 190
2025
Q4 		$278K Buy
2,290
+170
+8% +$19.9K 0.04% 238
2025
Q3 		$229K Buy
+2,120
New +$198K 0.03% 237
2023
Q3 		– Sell
-410
Closed -$19.9K – 747
2023
Q2 		$19.9K Buy
410
+80
+24% +$3.34K ﹤0.01% 681
2023
Q1 		$13.2K Buy
+330
New +$13K ﹤0.01% 799

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

WealthPLAN Partners's KLAC Position: Q2 2026 in Review

WealthPLAN Partners increased its KLA (KLAC) stake by 3.6% in Q2 2026, buying an estimated $15.3K and bringing the position to 2,217 shares worth $669K. The position accounts for 0.13% of the portfolio, ranked #137.

WealthPLAN Partners first reported a position in KLAC in Q1 2023 and has held it in 6 quarters since. 2,473 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • WealthPLAN Partners held 2,217 shares of KLA worth $669K as of Q2 2026.
  • WealthPLAN Partners bought 77 KLA shares in Q2 2026, an estimated $15.3K.
  • KLA made up 0.13% of WealthPLAN Partners's portfolio in Q2 2026, its #137 holding.
  • WealthPLAN Partners first reported a position in KLA in Q1 2023 and has held it in 6 quarters since.
  • 2,473 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.