Bay Harbor Wealth Management’s MKS Inc MKSI Stock Holding History

Bay Harbor 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	$6.23K	Buy	14 +2	+17%	+$626	﹤0.01%	374
2026 Q1	$2.76K	Buy	12 +6	+100%	+$1.36K	﹤0.01%	480
2025 Q4	$958	Buy	6 +2	+50%	+$297	﹤0.01%	656
2025 Q3	$495	Buy	4 +3	+300%	+$320	﹤0.01%	733
2025 Q2	$99	Hold	1	–	–	﹤0.01%	1106
2025 Q1	$80	Buy	+1	New	+$101	﹤0.01%	919
2020 Q1	–	Sell	-1	Closed	–	–	382
2019 Q4	$0	Hold	1	–	–	﹤0.01%	364
2019 Q3	$0	Hold	1	–	–	﹤0.01%	374
2019 Q2	$0	Hold	1	–	–	﹤0.01%	388
2019 Q1	$0	Hold	1	–	–	﹤0.01%	413
2018 Q4	$0	Buy	+1	New	+$72	﹤0.01%	397

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

Bay Harbor Wealth Management's MKSI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its MKS Inc (MKSI) stake by 17% in Q2 2026, buying an estimated $626 and bringing the position to 14 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Bay Harbor Wealth Management first reported a position in MKSI in Q4 2018 and has held it in 11 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Bay Harbor Wealth Management held 14 shares of MKS Inc worth $6.23K as of Q2 2026.
Bay Harbor Wealth Management bought 2 MKS Inc shares in Q2 2026, an estimated $626.
MKS Inc made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #374 holding.
Bay Harbor Wealth Management first reported a position in MKS Inc in Q4 2018 and has held it in 11 quarters since.
775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.