AWM
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Avior Wealth Management’s MKS Inc MKSI Stock Holding History

Avior Wealth Management’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 		$723K Sell
1,626
-574
-26% -$180K 0.02% 434
2026
Q1 		$506K Sell
2,200
-495
-18% -$112K 0.01% 529
2025
Q4 		$431K Buy
2,695
+519
+24% +$77K 0.01% 505
2025
Q3 		$269K Buy
+2,176
New +$232K 0.01% 628
2025
Q1 		– Sell
-24
Closed -$2.5K – 1710
2024
Q4 		$2.5K Buy
+24
New +$2.59K ﹤0.01% 2079
2024
Q2 		– Sell
-2,199
Closed -$292K – 3131
2024
Q1 		$292K Buy
2,199
+862
+64% +$100K 0.01% 593
2023
Q4 		$138K Buy
+1,337
New +$109K 0.01% 567
2022
Q4 		– Sell
-4,055
Closed -$335K – 1316
2022
Q3 		$335K Buy
4,055
+543
+15% +$55.9K 0.03% 363
2022
Q2 		$360K Hold
3,512
– – 0.04% 320
2022
Q1 		$526K Sell
3,512
-608
-15% -$94.5K 0.05% 285
2021
Q4 		$717K Hold
4,120
– – 0.06% 253
2021
Q3 		$621K Hold
4,120
– – 0.05% 268
2021
Q2 		$733K Sell
4,120
-101
-2% -$18.4K 0.07% 222
2021
Q1 		$782K Sell
4,221
-84
-2% -$14.1K 0.08% 211
2020
Q4 		$647K Buy
4,305
+545
+14% +$71.3K 0.08% 212
2020
Q3 		$410K Buy
3,760
+1,320
+54% +$155K 0.06% 278
2020
Q2 		$276K Sell
2,440
-200
-8% -$19.9K 0.04% 342
2020
Q1 		$215K Buy
2,640
+490
+23% +$50.1K 0.04% 328
2019
Q4 		$236K Buy
+2,150
New +$225K 0.04% 352
2019
Q1 		– Sell
-1,210
Closed -$78K – 689
2018
Q4 		$78K Sell
1,210
-700
-37% -$50.6K 0.02% 445
2018
Q3 		$153K Buy
+1,910
New +$174K 0.03% 394
2018
Q2 		– Sell
-910
Closed -$105K – 832
2018
Q1 		$105K Buy
+910
New +$99.9K 0.02% 436

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 $3.37T AUM 44.26% 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

Avior Wealth Management's MKSI Position: Q2 2026 in Review

Avior Wealth Management reduced its MKS Inc (MKSI) stake by 26% in Q2 2026, selling an estimated $180K and leaving 1,626 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #434.

Avior Wealth Management first reported a position in MKSI in Q1 2018 and has held it in 22 quarters since. The position peaked at $782K in Q1 2021. 773 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Avior Wealth Management held 1,626 shares of MKS Inc worth $723K as of Q2 2026.
  • Avior Wealth Management sold 574 MKS Inc shares in Q2 2026, an estimated $180K.
  • MKS Inc made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Avior Wealth Management first reported a position in MKS Inc in Q1 2018 and has held it in 22 quarters since.
  • Avior Wealth Management's MKS Inc position peaked at $782K in Q1 2021.
  • 773 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.