Edgestream Partners’s MKS Inc MKSI Stock Holding History

Edgestream Partners’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	$11.8M	Sell	26,431 -16,270	-38%	-$5.09M	0.35%	30
2026 Q1	$9.81M	Sell	42,701 -16,180	-27%	-$3.66M	0.32%	47
2025 Q4	$9.41M	Buy	58,881 +41,080	+231%	+$6.09M	0.26%	72
2025 Q3	$2.2M	Buy	+17,801	New	+$1.9M	0.06%	502
2024 Q4	–	Sell	-26,415	Closed	-$2.87M	–	1003
2024 Q3	$2.87M	Buy	+26,415	New	+$3.14M	0.13%	294
2023 Q4	–	Sell	-14,421	Closed	-$1.25M	–	976
2023 Q3	$1.25M	Buy	+14,421	New	+$1.41M	0.1%	331
2023 Q2	–	Sell	-2,466	Closed	-$219K	–	837
2023 Q1	$219K	Buy	+2,466	New	+$235K	0.02%	514
2022 Q4	–	Sell	-101,132	Closed	-$8.36M	–	583
2022 Q3	$8.36M	Buy	101,132 +55,220	+120%	+$5.68M	0.65%	31
2022 Q2	$4.71M	Buy	+45,912	New	+$5.35M	0.37%	75
2021 Q4	–	Sell	-3,783	Closed	-$571K	–	549
2021 Q3	$571K	Buy	+3,783	New	+$581K	0.04%	379

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 $3.37T AUM 44.26% 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

Edgestream Partners's MKSI Position: Q2 2026 in Review

Edgestream Partners reduced its MKS Inc (MKSI) stake by 38% in Q2 2026, selling an estimated $5.09M and leaving 26,431 shares worth $11.8M. The position accounts for 0.35% of the portfolio, ranked #30.

Edgestream Partners first reported a position in MKSI in Q3 2021 and has held it in 10 quarters since. 774 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Edgestream Partners held 26,431 shares of MKS Inc worth $11.8M as of Q2 2026.
Edgestream Partners sold 16,270 MKS Inc shares in Q2 2026, an estimated $5.09M.
MKS Inc made up 0.35% of Edgestream Partners's portfolio in Q2 2026, its #30 holding.
Edgestream Partners first reported a position in MKS Inc in Q3 2021 and has held it in 10 quarters since.
774 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.