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 Q2	$47.1K	Sell	106 -2	-2%	-$626	0.01%	284
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 $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 $3.38T AUM 44.17% 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

Bell Investment Advisors's MKSI Position: Q2 2026 in Review

Bell Investment Advisors reduced its MKS Inc (MKSI) stake by 1.9% in Q2 2026, selling an estimated $626 and leaving 106 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #284.

Bell Investment Advisors first reported a position in MKSI in Q3 2021 and has held it in 19 quarters since. The position peaked at $66K in Q4 2021. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Bell Investment Advisors held 106 shares of MKS Inc worth $47.1K as of Q2 2026.
Bell Investment Advisors sold 2 MKS Inc shares in Q2 2026, an estimated $626.
MKS Inc made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #284 holding.
Bell Investment Advisors first reported a position in MKS Inc in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's MKS Inc position peaked at $66K in Q4 2021.
776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.