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Capital A Wealth Management’s MKS Inc MKSI Stock Holding History

Capital A 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
2025
Q2 		$2.16K Buy
+21
New +$1.71K 0.02% 320
2025
Q1 		– Sell
-1
Closed -$104 – 844
2024
Q4 		$104 Buy
+1
New +$108 ﹤0.01% 768

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital A Wealth Management's MKSI Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in MKS Inc (MKSI) in Q2 2025: 21 shares worth $2.16K. The stake represents 0.02% of the portfolio and ranks #320 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in MKSI as recently as Q4 2024.

Capital A Wealth Management first reported a position in MKSI in Q4 2024 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold MKSI as of Q2 2025.

  • Capital A Wealth Management held 21 shares of MKS Inc worth $2.16K as of Q2 2025.
  • MKS Inc was a new Capital A Wealth Management position in Q2 2025.
  • MKS Inc made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #320 holding.
  • Capital A Wealth Management first reported a position in MKS Inc in Q4 2024 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held MKS Inc as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.