Bell Investment Advisors’s MKS Inc MKSI Stock Holding History

Bell Investment Advisors’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 Q1	$24.8K	Buy	108 +2	+2%	+$452	﹤0.01%	394
2025 Q4	$16.9K	Buy	106 +41	+63%	+$6.08K	﹤0.01%	503
2025 Q3	$8.05K	Hold	65	–	–	﹤0.01%	715
2025 Q2	$6.46K	Buy	65 +44	+210%	+$3.58K	﹤0.01%	863
2025 Q1	$1.68K	Buy	21 +8	+62%	+$808	﹤0.01%	1367
2024 Q4	$1.36K	Hold	13	–	–	﹤0.01%	1483
2024 Q3	$1.41K	Hold	13	–	–	﹤0.01%	1480
2024 Q2	$1.7K	Hold	13	–	–	﹤0.01%	1433
2024 Q1	$1.73K	Hold	13	–	–	﹤0.01%	1420
2023 Q4	$1.34K	Sell	13 -28	-68%	-$2.27K	﹤0.01%	1489
2023 Q3	$3.55K	Hold	41	–	–	﹤0.01%	986
2023 Q2	$4.43K	Sell	41 -6	-13%	-$549	﹤0.01%	881
2023 Q1	$4.17K	Sell	47 -6	-11%	-$573	﹤0.01%	861
2022 Q4	$4.49K	Buy	53 +3	+6%	+$240	﹤0.01%	865
2022 Q3	$4K	Buy	50 +9	+22%	+$927	﹤0.01%	805
2022 Q2	$4K	Buy	+41	New	+$4.78K	﹤0.01%	822
2021 Q4	$66K	Hold	379	–	–	0.02%	131
2021 Q3	$57K	Buy	+379	New	+$58.2K	0.02%	128

Other funds holding MKSI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return