EWM
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Empirical Wealth Management’s MKS Inc MKSI Stock Holding History

Empirical 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 		$898K Sell
2,018
-147
-7% -$46K 0.01% 438
2026
Q1 		$498K Buy
+2,165
New +$490K 0.01% 574

Other funds holding MKSI

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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

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

Empirical Wealth Management reduced its MKS Inc (MKSI) stake by 6.8% in Q2 2026, selling an estimated $46K and leaving 2,018 shares worth $898K. The position accounts for 0.01% of the portfolio, ranked #438.

Empirical Wealth Management first reported a position in MKSI in Q1 2026 and has held it in 2 quarters since. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Empirical Wealth Management held 2,018 shares of MKS Inc worth $898K as of Q2 2026.
  • Empirical Wealth Management sold 147 MKS Inc shares in Q2 2026, an estimated $46K.
  • MKS Inc made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Empirical Wealth Management first reported a position in MKS Inc in Q1 2026 and has held it in 2 quarters since.
  • 776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.