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CBIZ Investment Advisory Services’s MKS Inc MKSI Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-72
Closed -$11.5K – 619
2025
Q4 		$11.5K Buy
+72
New +$10.7K ﹤0.01% 357

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 $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CBIZ Investment Advisory Services's MKSI Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of MKS Inc (MKSI) in Q1 2026, closing a stake of 72 shares — an estimated $11.5K sold.

CBIZ Investment Advisory Services first reported a position in MKSI in Q4 2025 and held it in 1 quarter. The position peaked at $11.5K in Q4 2025. 620 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining MKS Inc position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 72 MKS Inc shares in Q1 2026, an estimated $11.5K.
  • CBIZ Investment Advisory Services first reported a position in MKS Inc in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's MKS Inc position peaked at $11.5K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.