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Crewe Advisors’s MKS Inc MKSI Stock Holding History

Crewe Advisors’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
2025
Q2 		– Sell
-1
Closed -$81 – 810
2025
Q1 		$81 Buy
+1
New +$101 ﹤0.01% 704
2023
Q2 		– Sell
-89
Closed -$7.89K – 966
2023
Q1 		$7.89K Hold
89
– – ﹤0.01% 582
2022
Q4 		$7.54K Hold
89
– – ﹤0.01% 599
2022
Q3 		$7K Hold
89
– – ﹤0.01% 767
2022
Q2 		$9K Buy
+89
New +$10.4K ﹤0.01% 629

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Crewe Advisors's MKSI Position: Q2 2025 in Review

Crewe Advisors sold out of MKS Inc (MKSI) in Q2 2025, closing a stake of 1 share — an estimated $81 sold.

Crewe Advisors first reported a position in MKSI in Q2 2022 and held it in 5 quarters. The position peaked at $9K in Q2 2022. 395 funds tracked by Wall St. Rank hold MKSI as of Q2 2025.

  • Crewe Advisors reported no remaining MKS Inc position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 1 MKS Inc share in Q2 2025, an estimated $81.
  • Crewe Advisors first reported a position in MKS Inc in Q2 2022 and held it in 5 quarters.
  • Crewe Advisors's MKS Inc position peaked at $9K in Q2 2022.
  • 395 funds tracked by Wall St. Rank held MKS Inc as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.