Atria Investments’s MKS Inc MKSI Stock Holding History

Atria Investments’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	$718K	Sell	3,123 -1,777	-36%	-$402K	0.01%	1252
2025 Q4	$783K	Sell	4,900 -133	-3%	-$19.7K	0.01%	1198
2025 Q3	$623K	Buy	5,033 +178	+4%	+$19K	0.01%	1306
2025 Q2	$482K	Buy	4,855 +802	+20%	+$65.2K	0.01%	1437
2025 Q1	$325K	Sell	4,053 -574	-12%	-$58K	﹤0.01%	1578
2024 Q4	$483K	Sell	4,627 -683	-13%	-$73.7K	0.01%	1347
2024 Q3	$577K	Sell	5,310 -58	-1%	-$6.89K	0.01%	1252
2024 Q2	$701K	Buy	+5,368	New	+$677K	0.01%	1127
2018 Q3	–	Sell	-3,527	Closed	-$337K	–	1017
2018 Q2	$337K	Buy	3,527 +242	+7%	+$26.4K	0.01%	701
2018 Q1	$380K	Buy	+3,285	New	+$361K	0.02%	602

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

Atria Investments's MKSI Position: Q1 2026 in Review

Atria Investments reduced its MKS Inc (MKSI) stake by 36% in Q1 2026, selling an estimated $402K and leaving 3,123 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #1252.

Atria Investments first reported a position in MKSI in Q1 2018 and has held it in 10 quarters since. The position peaked at $783K in Q4 2025. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

Atria Investments held 3,123 shares of MKS Inc worth $718K as of Q1 2026.
Atria Investments sold 1,777 MKS Inc shares in Q1 2026, an estimated $402K.
MKS Inc made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1252 holding.
Atria Investments first reported a position in MKS Inc in Q1 2018 and has held it in 10 quarters since.
Atria Investments's MKS Inc position peaked at $783K in Q4 2025.
615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.