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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Creative Planning's MKSI Position: Q2 2026 in Review

Creative Planning reduced its MKS Inc (MKSI) stake by 2.9% in Q2 2026, selling an estimated $336K and leaving 35,948 shares worth $16M. The position accounts for 0.01% of the portfolio, ranked #604.

Creative Planning first reported a position in MKSI in Q2 2013 and has held it in 45 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Creative Planning held 35,948 shares of MKS Inc worth $16M as of Q2 2026.
Creative Planning sold 1,075 MKS Inc shares in Q2 2026, an estimated $336K.
MKS Inc made up 0.01% of Creative Planning's portfolio in Q2 2026, its #604 holding.
Creative Planning first reported a position in MKS Inc in Q2 2013 and has held it in 45 quarters since.
775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.