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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgestream Partners's MKSI Position: Q1 2026 in Review

Edgestream Partners reduced its MKS Inc (MKSI) stake by 27% in Q1 2026, selling an estimated $3.66M and leaving 42,701 shares worth $9.81M. The position accounts for 0.32% of the portfolio, ranked #47.

Edgestream Partners first reported a position in MKSI in Q3 2021 and has held it in 9 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

Edgestream Partners held 42,701 shares of MKS Inc worth $9.81M as of Q1 2026.
Edgestream Partners sold 16,180 MKS Inc shares in Q1 2026, an estimated $3.66M.
MKS Inc made up 0.32% of Edgestream Partners's portfolio in Q1 2026, its #47 holding.
Edgestream Partners first reported a position in MKS Inc in Q3 2021 and has held it in 9 quarters since.
615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.