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Crestwood Advisors Group’s MKS Inc MKSI Stock Holding History

Crestwood Advisors Group’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
Q2 		$586K Sell
1,318
-34
-3% -$10.6K 0.01% 444
2026
Q1 		$311K Buy
1,352
+65
+5% +$14.7K 0.01% 558
2025
Q4 		$206K Buy
+1,287
New +$191K ﹤0.01% 662

Other funds holding MKSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
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

Crestwood Advisors Group's MKSI Position: Q2 2026 in Review

Crestwood Advisors Group reduced its MKS Inc (MKSI) stake by 2.5% in Q2 2026, selling an estimated $10.6K and leaving 1,318 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #444.

Crestwood Advisors Group first reported a position in MKSI in Q4 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Crestwood Advisors Group held 1,318 shares of MKS Inc worth $586K as of Q2 2026.
  • Crestwood Advisors Group sold 34 MKS Inc shares in Q2 2026, an estimated $10.6K.
  • MKS Inc made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #444 holding.
  • Crestwood Advisors Group first reported a position in MKS Inc in Q4 2025 and has held it in 3 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.