Corient Private Wealth
MKSI icon

Corient Private Wealth’s MKS Inc MKSI Stock Holding History

Corient Private Wealth’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 		$8.15M Sell
35,858
-109,033
-75% -$24.7M 0.01% 692
2025
Q4 		$5.34M Buy
144,891
+139,031
+2,373% +$20.6M ﹤0.01% 1025
2025
Q3 		$725K Sell
5,860
-7,767
-57% -$828K ﹤0.01% 1591
2025
Q2 		$1.35M Sell
13,627
-30,889
-69% -$2.51M ﹤0.01% 1222
2025
Q1 		$3.57M Sell
44,516
-769
-2% -$77.6K 0.01% 784
2024
Q4 		$4.73M Sell
45,285
-8,672
-16% -$936K 0.01% 717
2024
Q3 		$5.87M Sell
53,957
-67,431
-56% -$8.01M 0.01% 706
2024
Q2 		$15.9M Buy
121,388
+50,163
+70% +$6.33M 0.03% 432
2024
Q1 		$9.47M Buy
71,225
+62,754
+741% +$7.29M 0.02% 536
2023
Q4 		$871K Buy
8,471
+1,654
+24% +$134K ﹤0.01% 1336
2023
Q3 		$590K Sell
6,817
-1,301
-16% -$127K ﹤0.01% 1400
2023
Q2 		$878K Buy
8,118
+3,499
+76% +$320K ﹤0.01% 1207
2023
Q1 		$409K Buy
4,619
+2,211
+92% +$211K ﹤0.01% 1467
2022
Q4 		$204K Buy
+2,408
New +$193K ﹤0.01% 1483

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.56T 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

Corient Private Wealth's MKSI Position: Q1 2026 in Review

Corient Private Wealth reduced its MKS Inc (MKSI) stake by 75% in Q1 2026, selling an estimated $24.7M and leaving 35,858 shares worth $8.15M. The position accounts for 0.01% of the portfolio, ranked #692.

Corient Private Wealth first reported a position in MKSI in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.9M in Q2 2024. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Corient Private Wealth held 35,858 shares of MKS Inc worth $8.15M as of Q1 2026.
  • Corient Private Wealth sold 109,033 MKS Inc shares in Q1 2026, an estimated $24.7M.
  • MKS Inc made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #692 holding.
  • Corient Private Wealth first reported a position in MKS Inc in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's MKS Inc position peaked at $15.9M in Q2 2024.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.