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Bogart Wealth LLC’s MKS Inc MKSI Stock Holding History

Bogart Wealth LLC’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 		$20.9K Buy
47
+24
+104% +$7.51K ﹤0.01% 791
2026
Q1 		$5.29K Hold
23
– – ﹤0.01% 1048
2025
Q4 		$3.67K Hold
23
– – ﹤0.01% 1060
2025
Q3 		$2.85K Hold
23
– – ﹤0.01% 1083
2025
Q2 		$2.29K Buy
+23
New +$1.87K ﹤0.01% 1082

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

Bogart Wealth LLC's MKSI Position: Q2 2026 in Review

Bogart Wealth LLC increased its MKS Inc (MKSI) stake by 104% in Q2 2026, buying an estimated $7.51K and bringing the position to 47 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Bogart Wealth LLC first reported a position in MKSI in Q2 2025 and has held it in 5 quarters since. 773 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Bogart Wealth LLC held 47 shares of MKS Inc worth $20.9K as of Q2 2026.
  • Bogart Wealth LLC bought 24 MKS Inc shares in Q2 2026, an estimated $7.51K.
  • MKS Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #791 holding.
  • Bogart Wealth LLC first reported a position in MKS Inc in Q2 2025 and has held it in 5 quarters since.
  • 773 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.