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 Q2	$61K	Hold	137	–	–	0.01%	482
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 $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 $3.37T AUM 44.26% 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

Capital Advisors Ltd's MKSI Position: Q2 2026 in Review

Capital Advisors Ltd held its MKS Inc (MKSI) position steady in Q2 2026 at 137 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #482.

Capital Advisors Ltd first reported a position in MKSI in Q3 2018 and has held it in 18 quarters since. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Capital Advisors Ltd held 137 shares of MKS Inc worth $61K as of Q2 2026.
Capital Advisors Ltd left its MKS Inc share count unchanged in Q2 2026.
MKS Inc made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #482 holding.
Capital Advisors Ltd first reported a position in MKS Inc in Q3 2018 and has held it in 18 quarters since.
776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.