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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AE Wealth Management's MKSI Position: Q1 2026 in Review

AE Wealth Management increased its MKS Inc (MKSI) stake by 13% in Q1 2026, buying an estimated $74.4K and bringing the position to 2,931 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

AE Wealth Management first reported a position in MKSI in Q3 2020 and has held it in 11 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

AE Wealth Management held 2,931 shares of MKS Inc worth $674K as of Q1 2026.
AE Wealth Management bought 329 MKS Inc shares in Q1 2026, an estimated $74.4K.
MKS Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #975 holding.
AE Wealth Management first reported a position in MKS Inc in Q3 2020 and has held it in 11 quarters since.
615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.