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Congress Wealth Management’s MKS Inc MKSI Stock Holding History

Congress 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
2025
Q2 		$703K Buy
+7,076
New +$575K 0.01% 815
2025
Q1 		– Sell
-2,060
Closed -$215K – 1100
2024
Q4 		$215K Sell
2,060
-4,665
-69% -$504K ﹤0.01% 844
2024
Q3 		$731K Buy
6,725
+2,060
+44% +$245K 0.01% 570
2024
Q2 		$609K Buy
+4,665
New +$589K 0.01% 505

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Congress Wealth Management's MKSI Position: Q2 2025 in Review

Congress Wealth Management opened a new position in MKS Inc (MKSI) in Q2 2025: 7,076 shares worth $703K. The stake represents 0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in MKSI as recently as Q4 2024.

Congress Wealth Management first reported a position in MKSI in Q2 2024 and has held it in 4 quarters since. The position peaked at $731K in Q3 2024. 395 funds tracked by Wall St. Rank hold MKSI as of Q2 2025.

  • Congress Wealth Management held 7,076 shares of MKS Inc worth $703K as of Q2 2025.
  • MKS Inc was a new Congress Wealth Management position in Q2 2025.
  • MKS Inc made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #815 holding.
  • Congress Wealth Management first reported a position in MKS Inc in Q2 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's MKS Inc position peaked at $731K in Q3 2024.
  • 395 funds tracked by Wall St. Rank held MKS Inc as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.