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Avion Wealth’s MKS Inc MKSI Stock Holding History

Avion Wealth’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
Q3 		$11K Sell
44
-1
-2% -$295 ﹤0.01% 549
2026
Q2 		$20K Buy
45
+5
+13% +$1.56K ﹤0.01% 396
2026
Q1 		$9K Hold
40
– – ﹤0.01% 519
2025
Q4 		$6K Sell
40
-13
-25% -$1.93K ﹤0.01% 626
2025
Q3 		$6K Hold
53
– – ﹤0.01% 615
2025
Q2 		$5K Buy
53
+40
+308% +$3.25K ﹤0.01% 627
2025
Q1 		$1K Hold
13
– – ﹤0.01% 886
2024
Q4 		$1K Buy
+13
New +$1.4K ﹤0.01% 883

Other funds holding MKSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
FengHe Fund Management
FengHe Fund Management Singapore $2.06B AUM 157.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Avion Wealth's MKSI Position: Q3 2026 in Review

Avion Wealth reduced its MKS Inc (MKSI) stake by 2.2% in Q3 2026, selling an estimated $295 and leaving 44 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Avion Wealth first reported a position in MKSI in Q4 2024 and has held it in 8 quarters since. The position peaked at $20K in Q2 2026. 369 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

  • Avion Wealth held 44 shares of MKS Inc worth $11K as of Q3 2026.
  • Avion Wealth sold 1 MKS Inc share in Q3 2026, an estimated $295.
  • MKS Inc made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #549 holding.
  • Avion Wealth first reported a position in MKS Inc in Q4 2024 and has held it in 8 quarters since.
  • Avion Wealth's MKS Inc position peaked at $20K in Q2 2026.
  • 369 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.