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Cassaday & Co Wealth Management’s MKS Inc MKSI Stock Holding History

Cassaday & Co Wealth Management’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 		$14.3K Hold
32
– – ﹤0.01% 826
2026
Q1 		$7.36K Buy
+32
New +$7.24K ﹤0.01% 922

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

Cassaday & Co Wealth Management's MKSI Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its MKS Inc (MKSI) position steady in Q2 2026 at 32 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Cassaday & Co Wealth Management first reported a position in MKSI in Q1 2026 and has held it in 2 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Cassaday & Co Wealth Management held 32 shares of MKS Inc worth $14.3K as of Q2 2026.
  • Cassaday & Co Wealth Management left its MKS Inc share count unchanged in Q2 2026.
  • MKS Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #826 holding.
  • Cassaday & Co Wealth Management first reported a position in MKS Inc in Q1 2026 and has held it in 2 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.