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Callan Family Office’s MKS Inc MKSI Stock Holding History

Callan Family Office’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 		$1.82M Buy
4,093
+86
+2% +$26.9K 0.04% 422
2026
Q1 		$921K Sell
4,007
-586
-13% -$133K 0.02% 586
2025
Q4 		$734K Buy
4,593
+1,702
+59% +$252K 0.02% 647
2025
Q3 		$358K Sell
2,891
-1,382
-32% -$147K 0.01% 645
2025
Q2 		$425K Buy
+4,273
New +$347K 0.01% 648

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

Callan Family Office's MKSI Position: Q2 2026 in Review

Callan Family Office increased its MKS Inc (MKSI) stake by 2.1% in Q2 2026, buying an estimated $26.9K and bringing the position to 4,093 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #422.

Callan Family Office 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.

  • Callan Family Office held 4,093 shares of MKS Inc worth $1.82M as of Q2 2026.
  • Callan Family Office bought 86 MKS Inc shares in Q2 2026, an estimated $26.9K.
  • MKS Inc made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #422 holding.
  • Callan Family Office 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 Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.