Counterpoint Mutual Funds’s MKS Inc MKSI Stock Holding History

Counterpoint Mutual Funds’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	$558K	Buy	2,430 +487	+25%	+$110K	0.08%	144
2025 Q4	$310K	Buy	+1,943	New	+$288K	0.02%	212
2025 Q1	–	Sell	-2,691	Closed	-$281K	–	367
2024 Q4	$281K	Buy	+2,691	New	+$290K	0.04%	256
2024 Q3	–	Sell	-3,449	Closed	-$450K	–	338
2024 Q2	$450K	Buy	+3,449	New	+$435K	0.11%	68
2023 Q4	–	Sell	-1,078	Closed	-$93.3K	–	218
2023 Q3	$93.3K	Buy	+1,078	New	+$105K	0.08%	240

Other funds holding MKSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Counterpoint Mutual Funds's MKSI Position: Q1 2026 in Review

Counterpoint Mutual Funds increased its MKS Inc (MKSI) stake by 25% in Q1 2026, buying an estimated $110K and bringing the position to 2,430 shares worth $558K. The position accounts for 0.08% of the portfolio, ranked #144.

Counterpoint Mutual Funds first reported a position in MKSI in Q3 2023 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

Counterpoint Mutual Funds held 2,430 shares of MKS Inc worth $558K as of Q1 2026.
Counterpoint Mutual Funds bought 487 MKS Inc shares in Q1 2026, an estimated $110K.
MKS Inc made up 0.08% of Counterpoint Mutual Funds's portfolio in Q1 2026, its #144 holding.
Counterpoint Mutual Funds first reported a position in MKS Inc in Q3 2023 and has held it in 5 quarters since.
615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.