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Aaron Wealth Advisors’s MKS Inc MKSI Stock Holding History

Aaron Wealth Advisors’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 		$476K Sell
1,794
-1,487
-45% -$439K 0.02% 456
2026
Q2 		$1.46M Sell
3,281
-647
-16% -$202K 0.07% 175
2026
Q1 		$903K Sell
3,928
-1,444
-27% -$327K 0.05% 244
2025
Q4 		$858K Buy
5,372
+892
+20% +$132K 0.05% 281
2025
Q3 		$554K Buy
+4,480
New +$478K 0.03% 384

Other funds holding MKSI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
LPPL
Loftus Peak Pty Ltd Sydney, Australia $781M AUM
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Aaron Wealth Advisors's MKSI Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its MKS Inc (MKSI) stake by 45% in Q3 2026, selling an estimated $439K and leaving 1,794 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #456.

Aaron Wealth Advisors first reported a position in MKSI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.46M in Q2 2026. 55 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

  • Aaron Wealth Advisors held 1,794 shares of MKS Inc worth $476K as of Q3 2026.
  • Aaron Wealth Advisors sold 1,487 MKS Inc shares in Q3 2026, an estimated $439K.
  • MKS Inc made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #456 holding.
  • Aaron Wealth Advisors first reported a position in MKS Inc in Q3 2025 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's MKS Inc position peaked at $1.46M in Q2 2026.
  • 55 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.