Covestor’s MKS Inc MKSI Stock Holding History

Covestor’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	$50K	Sell	217 -173	-44%	-$39.1K	0.03%	715
2025 Q4	$63K	Buy	390 +50	+15%	+$7.42K	0.03%	821
2025 Q3	$42K	Sell	340 -155	-31%	-$16.5K	0.02%	984
2025 Q2	$49K	Buy	495 +424	+597%	+$34.5K	0.03%	895
2025 Q1	$6K	Buy	71 +1	+1%	+$101	﹤0.01%	1704
2024 Q4	$7K	Buy	70 +2	+3%	+$216	﹤0.01%	1667
2024 Q3	$7K	Hold	68	–	–	﹤0.01%	1692
2024 Q2	$9K	Hold	68	–	–	0.01%	1622
2024 Q1	$9K	Hold	68	–	–	0.01%	1654
2023 Q4	$7K	Hold	68	–	–	﹤0.01%	1724
2023 Q3	$6K	Sell	68 -111	-62%	-$10.8K	﹤0.01%	1685
2023 Q2	$19K	Sell	179 -254	-59%	-$23.2K	0.01%	1161
2023 Q1	$38K	Sell	433 -995	-70%	-$95K	0.03%	817
2022 Q4	$121K	Buy	1,428 +286	+25%	+$22.9K	0.1%	307
2022 Q3	$94K	Buy	1,142 +184	+19%	+$18.9K	0.08%	387
2022 Q2	$98K	Buy	958 +266	+38%	+$31K	0.08%	431
2022 Q1	$104K	Buy	692 +111	+19%	+$17.2K	0.07%	480
2021 Q4	$101K	Buy	+581	New	+$90.8K	0.14%	155

Other funds holding MKSI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T 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