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Avantax Advisory Services’s MKS Inc MKSI Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-3,627
Closed -$291K – 2413
2025
Q1 		$291K Buy
3,627
+1,484
+69% +$150K ﹤0.01% 1852
2024
Q4 		$224K Buy
2,143
+97
+5% +$10.5K ﹤0.01% 1986
2024
Q3 		$222K Sell
2,046
-94
-4% -$11.2K ﹤0.01% 1950
2024
Q2 		$279K Sell
2,140
-717
-25% -$90.5K ﹤0.01% 1739
2024
Q1 		$380K Sell
2,857
-764
-21% -$88.8K ﹤0.01% 1172
2023
Q4 		$373K Buy
+3,621
New +$294K ﹤0.01% 1124

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Avantax Advisory Services's MKSI Position: Q2 2025 in Review

Avantax Advisory Services sold out of MKS Inc (MKSI) in Q2 2025, closing a stake of 3,627 shares — an estimated $291K sold.

Avantax Advisory Services first reported a position in MKSI in Q4 2023 and held it in 6 quarters. The position peaked at $380K in Q1 2024. 394 funds tracked by Wall St. Rank hold MKSI as of Q2 2025.

  • Avantax Advisory Services reported no remaining MKS Inc position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 3,627 MKS Inc shares in Q2 2025, an estimated $291K.
  • Avantax Advisory Services first reported a position in MKS Inc in Q4 2023 and held it in 6 quarters.
  • Avantax Advisory Services's MKS Inc position peaked at $380K in Q1 2024.
  • 394 funds tracked by Wall St. Rank held MKS Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.