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Planning Strategies Inc.’s KLA KLAC Stock Holding History

Planning Strategies Inc.’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 		$29.6K Buy
+98
New +$19.5K 0.02% 205

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Planning Strategies Inc.'s KLAC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in KLA (KLAC) in Q2 2026: 98 shares worth $29.6K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings.

931 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Planning Strategies Inc. held 98 shares of KLA worth $29.6K as of Q2 2026.
  • KLA was a new Planning Strategies Inc. position in Q2 2026.
  • KLA made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #205 holding.
  • 931 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.