Capital Advisors Ltd’s MKS Inc MKSI Stock Holding History

Capital Advisors Ltd’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	$31K	Hold	137	–	–	﹤0.01%	594
2025 Q4	$22K	Hold	137	–	–	﹤0.01%	632
2025 Q3	$17K	Hold	137	–	–	﹤0.01%	689
2025 Q2	$14K	Buy	137 +81	+145%	+$6.58K	﹤0.01%	708
2025 Q1	$4K	Hold	56	–	–	﹤0.01%	956
2024 Q4	$6K	Sell	56 -10	-15%	-$1.08K	﹤0.01%	912
2024 Q3	$7K	Sell	66 -12	-15%	-$1.43K	﹤0.01%	860
2024 Q2	$10K	Buy	78 +22	+39%	+$2.78K	﹤0.01%	753
2024 Q1	$7K	Hold	56	–	–	﹤0.01%	799
2023 Q4	$6K	Sell	56 -2	-3%	-$162	﹤0.01%	800
2023 Q3	$5K	Hold	58	–	–	﹤0.01%	826
2023 Q2	$6K	Sell	58 -5	-8%	-$458	﹤0.01%	799
2023 Q1	$6K	Hold	63	–	–	﹤0.01%	648
2022 Q4	$5K	Buy	63 +45	+250%	+$3.61K	﹤0.01%	668
2022 Q3	$1K	Buy	+18	New	+$1.85K	﹤0.01%	1065
2022 Q2	–	Sell	-4	Closed	-$1K	–	1197
2022 Q1	$1K	Buy	+4	New	+$621	﹤0.01%	750
2018 Q4	–	Sell	-661	Closed	-$53K	–	470
2018 Q3	$53K	Buy	+661	New	+$60.4K	0.02%	302

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