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AE Wealth Management’s MKS Inc MKSI Stock Holding History

AE Wealth Management’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
Q2 		$1.32M Buy
2,972
+41
+1% +$12.8K 0.01% 808
2026
Q1 		$674K Buy
2,931
+329
+13% +$74.4K ﹤0.01% 975
2025
Q4 		$416K Buy
2,602
+900
+53% +$134K ﹤0.01% 1145
2025
Q3 		$211K Buy
+1,702
New +$181K ﹤0.01% 1370
2025
Q1 		– Sell
-3,148
Closed -$329K – 2235
2024
Q4 		$329K Buy
+3,148
New +$340K ﹤0.01% 1058
2024
Q3 		– Sell
-1,659
Closed -$217K – 1296
2024
Q2 		$217K Buy
1,659
+92
+6% +$11.6K ﹤0.01% 1138
2024
Q1 		$209K Sell
1,567
-1,052
-40% -$122K ﹤0.01% 1080
2023
Q4 		$288K Buy
+2,619
New +$213K ﹤0.01% 1724
2021
Q3 		– Sell
-3,583
Closed -$638K – 1689
2021
Q2 		$638K Buy
3,583
+907
+34% +$165K 0.01% 1040
2021
Q1 		$496K Sell
2,676
-1,720
-39% -$289K 0.01% 1036
2020
Q4 		$661K Sell
4,396
-1,079
-20% -$141K 0.01% 862
2020
Q3 		$598K Buy
+5,475
New +$642K 0.01% 822

Other funds holding MKSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

AE Wealth Management's MKSI Position: Q2 2026 in Review

AE Wealth Management increased its MKS Inc (MKSI) stake by 1.4% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,972 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #808.

AE Wealth Management first reported a position in MKSI in Q3 2020 and has held it in 12 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • AE Wealth Management held 2,972 shares of MKS Inc worth $1.32M as of Q2 2026.
  • AE Wealth Management bought 41 MKS Inc shares in Q2 2026, an estimated $12.8K.
  • MKS Inc made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #808 holding.
  • AE Wealth Management first reported a position in MKS Inc in Q3 2020 and has held it in 12 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.