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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
Q2 		$626K Sell
1,407
-103
-7% -$32.2K ﹤0.01% 237
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 $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

Dynasty Wealth Management's MKSI Position: Q2 2026 in Review

Dynasty Wealth Management reduced its MKS Inc (MKSI) stake by 6.8% in Q2 2026, selling an estimated $32.2K and leaving 1,407 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Dynasty Wealth Management first reported a position in MKSI in Q3 2025 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Dynasty Wealth Management held 1,407 shares of MKS Inc worth $626K as of Q2 2026.
  • Dynasty Wealth Management sold 103 MKS Inc shares in Q2 2026, an estimated $32.2K.
  • MKS Inc made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Dynasty Wealth Management first reported a position in MKS Inc in Q3 2025 and has held it in 4 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.