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Allworth Financial’s MKS Inc MKSI Stock Holding History

Allworth Financial’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 		$624K Buy
1,402
+274
+24% +$85.7K ﹤0.01% 896
2026
Q1 		$259K Buy
1,128
+587
+109% +$133K ﹤0.01% 1251
2025
Q4 		$86.5K Buy
541
+70
+15% +$10.4K ﹤0.01% 1840
2025
Q3 		$58.3K Buy
471
+120
+34% +$12.8K ﹤0.01% 2007
2025
Q2 		$34.9K Buy
351
+54
+18% +$4.39K ﹤0.01% 2169
2025
Q1 		$22K Buy
297
+214
+258% +$21.6K ﹤0.01% 2022
2024
Q4 		$10.2K Sell
83
-10
-11% -$1.08K ﹤0.01% 2429
2024
Q3 		$10.1K Sell
93
-3
-3% -$356 ﹤0.01% 2251
2024
Q2 		$12K Buy
96
+39
+68% +$4.92K ﹤0.01% 2146
2024
Q1 		$7.58K Hold
57
– – ﹤0.01% 2223
2023
Q4 		$5.86K Sell
57
-10
-15% -$812 ﹤0.01% 2208
2023
Q3 		$5.8K Buy
67
+8
+14% +$780 ﹤0.01% 2045
2023
Q2 		$6.38K Buy
59
+5
+9% +$458 ﹤0.01% 2013
2023
Q1 		$4.79K Hold
54
– – ﹤0.01% 2051
2022
Q4 		$4.58K Buy
54
+35
+184% +$2.81K ﹤0.01% 1929
2022
Q3 		$2K Sell
19
-22
-54% -$2.27K ﹤0.01% 2177
2022
Q2 		$4K Buy
+41
New +$4.78K ﹤0.01% 1821

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 $3.38T AUM 44.17% 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

Allworth Financial's MKSI Position: Q2 2026 in Review

Allworth Financial increased its MKS Inc (MKSI) stake by 24% in Q2 2026, buying an estimated $85.7K and bringing the position to 1,402 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Allworth Financial first reported a position in MKSI in Q2 2022 and has held it in 17 quarters since. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Allworth Financial held 1,402 shares of MKS Inc worth $624K as of Q2 2026.
  • Allworth Financial bought 274 MKS Inc shares in Q2 2026, an estimated $85.7K.
  • MKS Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #896 holding.
  • Allworth Financial first reported a position in MKS Inc in Q2 2022 and has held it in 17 quarters since.
  • 776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.