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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Avion Wealth's MKSI Position: Q2 2026 in Review

Avion Wealth increased its MKS Inc (MKSI) stake by 13% in Q2 2026, buying an estimated $1.56K and bringing the position to 45 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Avion Wealth first reported a position in MKSI in Q4 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Avion Wealth held 45 shares of MKS Inc worth $20K as of Q2 2026.
Avion Wealth bought 5 MKS Inc shares in Q2 2026, an estimated $1.56K.
MKS Inc made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #396 holding.
Avion Wealth first reported a position in MKS Inc in Q4 2024 and has held it in 7 quarters since.
775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.