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Clearstead Advisors’s MKS Inc MKSI Stock Holding History

Clearstead 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
Q1 		$12.6K Sell
55
-954
-95% -$216K ﹤0.01% 1539
2025
Q4 		$161K Sell
1,009
-1,133
-53% -$168K ﹤0.01% 975
2025
Q3 		$265K Sell
2,142
-760
-26% -$81K ﹤0.01% 812
2025
Q2 		$288K Sell
2,902
-1,116
-28% -$90.7K ﹤0.01% 775
2025
Q1 		$322K Buy
4,018
+814
+25% +$82.2K 0.01% 689
2024
Q4 		$334K Buy
3,204
+2,471
+337% +$267K 0.01% 684
2024
Q3 		$79.7K Buy
733
+583
+389% +$69.3K ﹤0.01% 1088
2024
Q2 		$19.6K Buy
150
+110
+275% +$13.9K ﹤0.01% 1388
2024
Q1 		$4.75K Sell
40
-165
-80% -$19.2K ﹤0.01% 1184
2023
Q4 		$21.1K Buy
205
+125
+156% +$10.2K ﹤0.01% 934
2023
Q3 		$6.92K Buy
+80
New +$7.8K ﹤0.01% 1166

Other funds holding MKSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $1.47T 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