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Capital Performance Advisors’s MKS Inc MKSI Stock Holding History

Capital Performance Advisors’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 		– Sell
-1,385
Closed -$318K – 425
2026
Q1 		$318K Buy
1,385
+110
+9% +$24.9K 0.02% 312
2025
Q4 		$204K Buy
+1,275
New +$189K 0.01% 422
2024
Q4 		– Sell
-520
Closed -$56.5K – 1666
2024
Q3 		$56.5K Buy
+520
New +$61.8K 0.02% 317

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

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

Capital Performance Advisors sold out of MKS Inc (MKSI) in Q2 2026, closing a stake of 1,385 shares — an estimated $318K sold.

Capital Performance Advisors first reported a position in MKSI in Q3 2024 and held it in 3 quarters. The position peaked at $318K in Q1 2026. 773 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Capital Performance Advisors reported no remaining MKS Inc position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,385 MKS Inc shares in Q2 2026, an estimated $318K.
  • Capital Performance Advisors first reported a position in MKS Inc in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's MKS Inc position peaked at $318K in Q1 2026.
  • 773 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.