Curio Wealth’s MKS Inc MKSI Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$460	–	722
2026 Q1	$460	Buy	+2	New	+$452	﹤0.01%	522

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 $3.38T AUM 44.17% 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

Curio Wealth's MKSI Position: Q2 2026 in Review

Curio Wealth sold out of MKS Inc (MKSI) in Q2 2026, closing a stake of 2 shares — an estimated $460 sold.

Curio Wealth first reported a position in MKSI in Q1 2026 and held it in 1 quarter. The position peaked at $460 in Q1 2026. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Curio Wealth reported no remaining MKS Inc position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 MKS Inc shares in Q2 2026, an estimated $460.
Curio Wealth first reported a position in MKS Inc in Q1 2026 and held it in 1 quarter.
Curio Wealth's MKS Inc position peaked at $460 in Q1 2026.
776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.