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 $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

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.