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Continuum Advisory’s MKS Inc MKSI Stock Holding History

Continuum Advisory’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
Q1 		– Sell
-41
Closed -$4.28K – 1838
2024
Q4 		$4.28K Buy
41
+4
+11% +$432 ﹤0.01% 1175
2024
Q3 		$4.18K Buy
37
+24
+185% +$2.85K ﹤0.01% 1209
2024
Q2 		$1.7K Buy
13
+7
+117% +$883 ﹤0.01% 1340
2024
Q1 		$766 Buy
+6
New +$697 ﹤0.01% 1516

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Continuum Advisory's MKSI Position: Q1 2025 in Review

Continuum Advisory sold out of MKS Inc (MKSI) in Q1 2025, closing a stake of 41 shares — an estimated $4.28K sold.

Continuum Advisory first reported a position in MKSI in Q1 2024 and held it in 4 quarters. The position peaked at $4.28K in Q4 2024. 396 funds tracked by Wall St. Rank hold MKSI as of Q1 2025.

  • Continuum Advisory reported no remaining MKS Inc position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 41 MKS Inc shares in Q1 2025, an estimated $4.28K.
  • Continuum Advisory first reported a position in MKS Inc in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's MKS Inc position peaked at $4.28K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held MKS Inc as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.