Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s MKS Inc MKSI Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.35M Buy
14,590
+6,897
+90% +$1.56M 0.01% 978
2025
Q4 		$1.23M Buy
7,693
+1,004
+15% +$149K ﹤0.01% 1378
2025
Q3 		$828K Buy
6,689
+535
+9% +$57K ﹤0.01% 1517
2025
Q2 		$611K Buy
6,154
+3,580
+139% +$291K ﹤0.01% 1504
2025
Q1 		$206K Buy
2,574
+1,012
+65% +$102K ﹤0.01% 1908
2024
Q4 		$163K Sell
1,562
-3,786
-71% -$409K ﹤0.01% 1962
2024
Q3 		$581K Buy
5,348
+4,411
+471% +$524K ﹤0.01% 1258
2024
Q2 		$122K Buy
937
+175
+23% +$22.1K ﹤0.01% 1853
2024
Q1 		$101K Buy
762
+32
+4% +$3.72K ﹤0.01% 1879
2023
Q4 		$75K Sell
730
-204
-22% -$16.6K ﹤0.01% 1929
2023
Q3 		$81K Buy
934
+20
+2% +$1.95K ﹤0.01% 1760
2023
Q2 		$99K Buy
914
+94
+11% +$8.6K ﹤0.01% 1575
2023
Q1 		$73K Sell
820
-81
-9% -$7.73K ﹤0.01% 1658
2022
Q4 		$76K Sell
901
-548
-38% -$43.9K ﹤0.01% 1509
2022
Q3 		$120K Buy
1,449
+1,253
+639% +$129K ﹤0.01% 1264
2022
Q2 		$20K Sell
196
-56
-22% -$6.52K ﹤0.01% 2112
2022
Q1 		$38K Buy
252
+226
+869% +$35.1K ﹤0.01% 1730
2021
Q4 		$5K Buy
+26
New +$4.07K ﹤0.01% 2739
2021
Q2 		$3K Hold
16
– – ﹤0.01% 2538
2021
Q1 		$3K Hold
16
– – ﹤0.01% 2538
2020
Q4 		$3K Hold
16
– – ﹤0.01% 2538
2020
Q3 		$3K Hold
16
– – ﹤0.01% 2537
2020
Q2 		$3K Hold
16
– – ﹤0.01% 2536
2020
Q1 		$3K Hold
16
– – ﹤0.01% 2535
2019
Q4 		$3K Hold
16
– – ﹤0.01% 2534
2019
Q3 		$3K Hold
16
– – ﹤0.01% 2534
2019
Q2 		$3K Hold
16
– – ﹤0.01% 2534
2019
Q1 		$3K Sell
16
-4
-20% -$323 ﹤0.01% 2534
2018
Q4 		$1K Buy
+20
New +$1.45K ﹤0.01% 1934

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $1.81T AUM 41.13% 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 $999B AUM 46.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MKSI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its MKS Inc (MKSI) stake by 90% in Q1 2026, buying an estimated $1.56M and bringing the position to 14,590 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #978.

Carson Wealth (CWM LLC) first reported a position in MKSI in Q4 2018 and has held it in 29 quarters since. 618 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,590 shares of MKS Inc worth $3.35M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,897 MKS Inc shares in Q1 2026, an estimated $1.56M.
  • MKS Inc made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #978 holding.
  • Carson Wealth (CWM LLC) first reported a position in MKS Inc in Q4 2018 and has held it in 29 quarters since.
  • 618 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.