Creative Planning
MKSI icon

Creative Planning’s MKS Inc MKSI Stock Holding History

Creative Planning’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 		$8.51M Sell
37,023
-5,804
-14% -$1.31M 0.01% 806
2025
Q4 		$6.84M Sell
42,827
-273
-0.6% -$40.5K ﹤0.01% 805
2025
Q3 		$5.33M Sell
43,100
-1,593
-4% -$170K ﹤0.01% 840
2025
Q2 		$4.44M Buy
44,693
+10,495
+31% +$853K ﹤0.01% 824
2025
Q1 		$2.74M Buy
34,198
+1,698
+5% +$171K ﹤0.01% 994
2024
Q4 		$3.39M Sell
32,500
-1,175
-3% -$127K ﹤0.01% 835
2024
Q3 		$3.66M Buy
33,675
+1,832
+6% +$218K ﹤0.01% 767
2024
Q2 		$4.16M Buy
31,843
+356
+1% +$44.9K ﹤0.01% 688
2024
Q1 		$4.19M Buy
31,487
+261
+0.8% +$30.3K ﹤0.01% 666
2023
Q4 		$3.21M Sell
31,226
-3,590
-10% -$292K 0.01% 714
2023
Q3 		$3.01M Buy
34,816
+4,953
+17% +$483K ﹤0.01% 690
2023
Q2 		$3.23M Sell
29,863
-142
-0.5% -$13K ﹤0.01% 651
2023
Q1 		$2.66M Sell
30,005
-4,741
-14% -$452K ﹤0.01% 689
2022
Q4 		$2.94M Sell
34,746
-220
-0.6% -$17.6K ﹤0.01% 621
2022
Q3 		$2.89M Buy
+34,966
New +$3.6M 0.01% 575
2022
Q2 		– Sell
-1,430
Closed -$215K – 2436
2022
Q1 		$215K Buy
1,430
+103
+8% +$16K ﹤0.01% 1850
2021
Q4 		$231K Buy
+1,327
New +$207K ﹤0.01% 1792
2021
Q3 		– Sell
-1,313
Closed -$234K – 2180
2021
Q2 		$234K Sell
1,313
-519
-28% -$94.3K ﹤0.01% 1716
2021
Q1 		$340K Sell
1,832
-1,421
-44% -$239K ﹤0.01% 1711
2020
Q4 		$489K Buy
3,253
+197
+6% +$25.8K ﹤0.01% 1325
2020
Q3 		$334K Sell
3,056
-51
-2% -$5.98K ﹤0.01% 1350
2020
Q2 		$352K Sell
3,107
-1
-0% -$99 ﹤0.01% 1218
2020
Q1 		$253K Sell
3,108
-40
-1% -$4.09K ﹤0.01% 1255
2019
Q4 		$346K Sell
3,148
-17
-0.5% -$1.78K ﹤0.01% 1318
2019
Q3 		$292K Buy
+3,165
New +$261K ﹤0.01% 1381
2018
Q3 		– Sell
-2,423
Closed -$232K – 2136
2018
Q2 		$232K Buy
2,423
+625
+35% +$68.2K ﹤0.01% 1538
2018
Q1 		$208K Buy
+1,798
New +$197K ﹤0.01% 1587
2017
Q4 		– Sell
-2,235
Closed -$211K – 1969
2017
Q3 		$211K Sell
2,235
-4
-0.2% -$327 ﹤0.01% 1575
2017
Q2 		$151K Buy
2,239
+416
+23% +$31.5K ﹤0.01% 1692
2017
Q1 		$125K Sell
1,823
-151
-8% -$9.94K ﹤0.01% 1813
2016
Q4 		$117K Buy
1,974
+85
+4% +$4.59K ﹤0.01% 1761
2016
Q3 		$94K Buy
1,889
+1,467
+348% +$69.2K ﹤0.01% 1884
2016
Q2 		$18K Sell
422
-200
-32% -$7.76K ﹤0.01% 2875
2016
Q1 		$23K Buy
622
+300
+93% +$10.2K ﹤0.01% 2651
2015
Q4 		$12K Hold
322
– – ﹤0.01% 3183
2015
Q3 		$11K Buy
+322
New +$11.2K ﹤0.01% 3150
2015
Q2 		– Sell
-253
Closed -$9K – 2246
2015
Q1 		$9K Hold
253
– – ﹤0.01% 3255
2014
Q4 		$9K Sell
253
-900
-78% -$31.8K ﹤0.01% 3185
2014
Q3 		$38K Buy
1,153
+1,000
+654% +$32.7K ﹤0.01% 2105
2014
Q2 		$5K Hold
153
– – ﹤0.01% 3223
2014
Q1 		$5K Hold
153
– – ﹤0.01% 3088
2013
Q4 		$5K Hold
153
– – ﹤0.01% 2840
2013
Q3 		$4K Hold
153
– – ﹤0.01% 2802
2013
Q2 		$4K Buy
+153
New +$4.14K ﹤0.01% 2626

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

Creative Planning's MKSI Position: Q1 2026 in Review

Creative Planning reduced its MKS Inc (MKSI) stake by 14% in Q1 2026, selling an estimated $1.31M and leaving 37,023 shares worth $8.51M. The position accounts for 0.01% of the portfolio, ranked #806.

Creative Planning first reported a position in MKSI in Q2 2013 and has held it in 44 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Creative Planning held 37,023 shares of MKS Inc worth $8.51M as of Q1 2026.
  • Creative Planning sold 5,804 MKS Inc shares in Q1 2026, an estimated $1.31M.
  • MKS Inc made up 0.01% of Creative Planning's portfolio in Q1 2026, its #806 holding.
  • Creative Planning first reported a position in MKS Inc in Q2 2013 and has held it in 44 quarters since.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.