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
2021
Q1 		– Sell
-4,000
Closed -$1K – 2676
2020
Q4 		$1K Buy
+4,000
New +$523K ﹤0.01% 2328
2015
Q2 		– Sell
-1,000
Closed -$1K – 2245
2015
Q1 		$1K Sell
1,000
-1,000
-50% -$35.1K ﹤0.01% 4049
2014
Q4 		$5K Sell
2,000
-3,000
-60% -$106K ﹤0.01% 3498
2014
Q3 		$4K Buy
+5,000
New +$164K ﹤0.01% 3400

Other funds holding MKSI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
FengHe Fund Management
FengHe Fund Management Singapore $2.06B AUM 157.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Creative Planning's MKSI Position: Q3 2026 in Review

Creative Planning reduced its MKS Inc (MKSI) stake by 9.2% in Q3 2026, selling an estimated $974K and leaving 32,651 shares worth $8.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Creative Planning first reported a position in MKSI in Q2 2013 and has held it in 46 quarters since. The position peaked at $16M in Q2 2026. 325 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

  • Creative Planning held 32,651 shares of MKS Inc worth $8.66M as of Q3 2026.
  • Creative Planning sold 3,297 MKS Inc shares in Q3 2026, an estimated $974K.
  • MKS Inc made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #1076 holding.
  • Creative Planning first reported a position in MKS Inc in Q2 2013 and has held it in 46 quarters since.
  • Creative Planning's MKS Inc position peaked at $16M in Q2 2026.
  • 325 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.