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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
Q2 		$71.2K Buy
160
+105
+191% +$32.9K ﹤0.01% 1385
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
+165
+413% +$13.4K ﹤0.01% 934
2023
Q3 		$3.46K Buy
+40
New +$3.9K ﹤0.01% 1131

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

Clearstead Advisors's MKSI Position: Q2 2026 in Review

Clearstead Advisors increased its MKS Inc (MKSI) stake by 191% in Q2 2026, buying an estimated $32.9K and bringing the position to 160 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Clearstead Advisors first reported a position in MKSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $334K in Q4 2024. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Clearstead Advisors held 160 shares of MKS Inc worth $71.2K as of Q2 2026.
  • Clearstead Advisors bought 105 MKS Inc shares in Q2 2026, an estimated $32.9K.
  • MKS Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1385 holding.
  • Clearstead Advisors first reported a position in MKS Inc in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Advisors's MKS Inc position peaked at $334K in Q4 2024.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.