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Dynasty Wealth Management’s MKS Inc MKSI Stock Holding History

Dynasty Wealth Management’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
Q1 		$347K Sell
1,510
-928
-38% -$210K ﹤0.01% 276
2025
Q4 		$390K Sell
2,438
-261
-10% -$38.7K ﹤0.01% 259
2025
Q3 		$334K Buy
+2,699
New +$288K ﹤0.01% 249

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dynasty Wealth Management's MKSI Position: Q1 2026 in Review

Dynasty Wealth Management reduced its MKS Inc (MKSI) stake by 38% in Q1 2026, selling an estimated $210K and leaving 1,510 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Dynasty Wealth Management first reported a position in MKSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $390K in Q4 2025. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Dynasty Wealth Management held 1,510 shares of MKS Inc worth $347K as of Q1 2026.
  • Dynasty Wealth Management sold 928 MKS Inc shares in Q1 2026, an estimated $210K.
  • MKS Inc made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #276 holding.
  • Dynasty Wealth Management first reported a position in MKS Inc in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's MKS Inc position peaked at $390K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.