Capstone Investment Advisors’s MKS Inc MKSI Stock Holding History

Capstone Investment 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 Q1	$2.98M	Sell	12,961 -18,630	-59%	-$4.21M	0.01%	538
2025 Q4	$5.05M	Hold	31,591	–	–	0.01%	366
2025 Q3	$3.91M	Hold	31,591	–	–	0.01%	542
2025 Q2	$3.14M	Sell	31,591 -909	-3%	-$73.9K	0.01%	512
2025 Q1	$2.6M	Hold	32,500	–	–	0.01%	619
2024 Q4	$3.39M	Buy	32,500 +10,581	+48%	+$1.14M	0.01%	669
2024 Q3	$2.38M	Buy	+21,919	New	+$2.6M	0.01%	677
2022 Q2	–	Sell	-11,232	Closed	-$1.69M	–	2008
2022 Q1	$1.69M	Buy	+11,232	New	+$1.75M	﹤0.01%	1137
2017 Q3	–	Sell	-4,600	Closed	-$309K	–	666
2017 Q2	$309K	Buy	+4,600	New	+$348K	0.01%	483

Other funds holding MKSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capstone Investment Advisors's MKSI Position: Q1 2026 in Review

Capstone Investment Advisors reduced its MKS Inc (MKSI) stake by 59% in Q1 2026, selling an estimated $4.21M and leaving 12,961 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #538.

Capstone Investment Advisors first reported a position in MKSI in Q2 2017 and has held it in 9 quarters since. The position peaked at $5.05M in Q4 2025. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

Capstone Investment Advisors held 12,961 shares of MKS Inc worth $2.98M as of Q1 2026.
Capstone Investment Advisors sold 18,630 MKS Inc shares in Q1 2026, an estimated $4.21M.
MKS Inc made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #538 holding.
Capstone Investment Advisors first reported a position in MKS Inc in Q2 2017 and has held it in 9 quarters since.
Capstone Investment Advisors's MKS Inc position peaked at $5.05M in Q4 2025.
615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.