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Cetera Trust Company’s MKS Inc MKSI Stock Holding History

Cetera Trust Company’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 		$670K Hold
2,915
– – 0.38% 57
2025
Q4 		$466K Hold
2,915
– – 0.25% 76
2025
Q3 		$361K Hold
2,915
– – 0.2% 89
2025
Q2 		$290K Buy
2,915
+390
+15% +$31.7K 0.17% 114
2025
Q1 		$202K Buy
2,525
+100
+4% +$10.1K 0.13% 160
2024
Q4 		$253K Buy
2,425
+75
+3% +$8.1K 0.16% 130
2024
Q3 		$255K Hold
2,350
– – 0.16% 132
2024
Q2 		$307K Buy
2,350
+50
+2% +$6.31K 0.19% 90
2024
Q1 		$306K Buy
2,300
+425
+23% +$49.4K 0.18% 97
2023
Q4 		$193K Buy
+1,875
New +$152K 0.12% 149

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.56T AUM 27.86% 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 $865B AUM 30.76% 1-Year Est. Return

Cetera Trust Company's MKSI Position: Q1 2026 in Review

Cetera Trust Company held its MKS Inc (MKSI) position steady in Q1 2026 at 2,915 shares worth $670K. The position accounts for 0.38% of the portfolio, ranked #57.

Cetera Trust Company first reported a position in MKSI in Q4 2023 and has held it in 10 quarters since. 616 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Cetera Trust Company held 2,915 shares of MKS Inc worth $670K as of Q1 2026.
  • Cetera Trust Company left its MKS Inc share count unchanged in Q1 2026.
  • MKS Inc made up 0.38% of Cetera Trust Company's portfolio in Q1 2026, its #57 holding.
  • Cetera Trust Company first reported a position in MKS Inc in Q4 2023 and has held it in 10 quarters since.
  • 616 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.