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 Q2	$279K	Sell	628 -12,333	-95%	-$3.86M	﹤0.01%	1487
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 $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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's MKSI Position: Q2 2026 in Review

Capstone Investment Advisors reduced its MKS Inc (MKSI) stake by 95% in Q2 2026, selling an estimated $3.86M and leaving 628 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Capstone Investment Advisors first reported a position in MKSI in Q2 2017 and has held it in 10 quarters since. The position peaked at $5.05M in Q4 2025. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Capstone Investment Advisors held 628 shares of MKS Inc worth $279K as of Q2 2026.
Capstone Investment Advisors sold 12,333 MKS Inc shares in Q2 2026, an estimated $3.86M.
MKS Inc made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1487 holding.
Capstone Investment Advisors first reported a position in MKS Inc in Q2 2017 and has held it in 10 quarters since.
Capstone Investment Advisors's MKS Inc position peaked at $5.05M in Q4 2025.
776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.