Rothwell Investment Advisors, LLC’s MKS Inc MKSI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio MKSI Stock Details MKSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$375K	Buy	+1,413	New	+$417K	0.2%	99

Other funds holding MKSI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

FengHe Fund Management Singapore $2.06B AUM 157.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MKSI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in MKS Inc (MKSI) in Q3 2026: 1,413 shares worth $375K. The stake represents 0.2% of the portfolio and ranks #99 among its holdings.

291 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,413 shares of MKS Inc worth $375K as of Q3 2026.
MKS Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
MKS Inc made up 0.2% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #99 holding.
291 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.