Equitable Trust’s MKS Inc MKSI Stock Holding History

Equitable Trust’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	–	Sell	-7,224	Closed	-$1.66M	–	493
2026 Q1	$1.66M	Sell	7,224 -4,528	-39%	-$1.02M	0.08%	170
2025 Q4	$1.88M	Buy	11,752 +1,095	+10%	+$162K	0.08%	160
2025 Q3	$1.32M	Sell	10,657 -20	-0.2%	-$2.13K	0.06%	197
2025 Q2	$1.06M	Buy	10,677 +3,972	+59%	+$323K	0.05%	223
2025 Q1	$537K	Buy	6,705 +60	+0.9%	+$6.06K	0.03%	298
2024 Q4	$694K	Buy	6,645 +1,610	+32%	+$174K	0.04%	269
2024 Q3	$547K	Buy	5,035 +109	+2%	+$12.9K	0.04%	296
2024 Q2	$643K	Hold	4,926	–	–	0.04%	252
2024 Q1	$655K	Hold	4,926	–	–	0.05%	253
2023 Q4	$507K	Sell	4,926 -62	-1%	-$5.04K	0.04%	276
2023 Q3	$432K	Hold	4,988	–	–	0.04%	281
2023 Q2	$539K	Hold	4,988	–	–	0.04%	254
2023 Q1	$442K	Hold	4,988	–	–	0.03%	276
2022 Q4	$423K	Buy	+4,988	New	+$400K	0.03%	287

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

Equitable Trust's MKSI Position: Q2 2026 in Review

Equitable Trust sold out of MKS Inc (MKSI) in Q2 2026, closing a stake of 7,224 shares — an estimated $1.66M sold.

Equitable Trust first reported a position in MKSI in Q4 2022 and held it in 14 quarters. The position peaked at $1.88M in Q4 2025. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Equitable Trust reported no remaining MKS Inc position as of Q2 2026 after selling out during the quarter.
Equitable Trust sold 7,224 MKS Inc shares in Q2 2026, an estimated $1.66M.
Equitable Trust first reported a position in MKS Inc in Q4 2022 and held it in 14 quarters.
Equitable Trust's MKS Inc position peaked at $1.88M in Q4 2025.
775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.