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CoreCap Advisors’s MKS Inc MKSI Stock Holding History

CoreCap 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
Q3 		$10.9K Sell
41
-2
-5% -$591 ﹤0.01% 2032
2026
Q2 		$19.1K Buy
43
+2
+5% +$626 ﹤0.01% 1816
2026
Q1 		$9.42K Hold
41
– – ﹤0.01% 1966
2025
Q4 		$6.55K Hold
41
– – ﹤0.01% 2100
2025
Q3 		$5.08K Hold
41
– – ﹤0.01% 2163
2025
Q2 		$4.07K Sell
41
-13
-24% -$1.06K ﹤0.01% 2161
2025
Q1 		$4.33K Buy
54
+11
+26% +$1.11K ﹤0.01% 2135
2024
Q4 		$4.49K Hold
43
– – ﹤0.01% 1999
2024
Q3 		$4.67K Sell
43
-23
-35% -$2.73K ﹤0.01% 1992
2024
Q2 		$8.62K Hold
66
– – ﹤0.01% 1083
2024
Q1 		$8.78K Buy
+66
New +$7.67K ﹤0.01% 1774
2022
Q4 		$5.59K Buy
+66
New +$5.29K ﹤0.01% 1718
2022
Q3 		– Sell
-66
Closed -$7K – 1463
2022
Q2 		$7K Buy
+66
New +$7.69K ﹤0.01% 1571
2022
Q1 		– Sell
-66
Closed -$11K – 1458
2021
Q4 		$11K Buy
+66
New +$10.3K ﹤0.01% 1523

Other funds holding MKSI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors's MKSI Position: Q3 2026 in Review

CoreCap Advisors reduced its MKS Inc (MKSI) stake by 4.7% in Q3 2026, selling an estimated $591 and leaving 41 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

CoreCap Advisors first reported a position in MKSI in Q4 2021 and has held it in 14 quarters since. The position peaked at $19.1K in Q2 2026. 20 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

  • CoreCap Advisors held 41 shares of MKS Inc worth $10.9K as of Q3 2026.
  • CoreCap Advisors sold 2 MKS Inc shares in Q3 2026, an estimated $591.
  • MKS Inc made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2032 holding.
  • CoreCap Advisors first reported a position in MKS Inc in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's MKS Inc position peaked at $19.1K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.