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Affinity Wealth Management’s MKS Inc MKSI Stock Holding History

Affinity 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 		$300K Buy
+675
New +$211K 0.04% 94
2017
Q3 		$706K Sell
7,473
-53
-0.7% -$4.33K 0.43% 16
2017
Q2 		$506K Sell
7,526
-275
-4% -$20.8K 0.32% 24
2017
Q1 		$536K Buy
7,801
+4,313
+124% +$284K 0.3% 22
2016
Q4 		$207K Buy
+3,488
New +$188K 0.12% 62

Other funds holding MKSI

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

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

Affinity Wealth Management opened a new position in MKS Inc (MKSI) in Q2 2026: 675 shares worth $300K. The stake represents 0.04% of the portfolio and ranks #94 among its holdings. This is a return to the name: Affinity Wealth Management previously reported a position in MKSI as recently as Q3 2017.

Affinity Wealth Management first reported a position in MKSI in Q4 2016 and has held it in 5 quarters since. The position peaked at $706K in Q3 2017. 162 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Affinity Wealth Management held 675 shares of MKS Inc worth $300K as of Q2 2026.
  • MKS Inc was a new Affinity Wealth Management position in Q2 2026.
  • MKS Inc made up 0.04% of Affinity Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Affinity Wealth Management first reported a position in MKS Inc in Q4 2016 and has held it in 5 quarters since.
  • Affinity Wealth Management's MKS Inc position peaked at $706K in Q3 2017.
  • 162 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.