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 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 $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

Equitable Trust's MKSI Position: Q1 2026 in Review

Equitable Trust reduced its MKS Inc (MKSI) stake by 39% in Q1 2026, selling an estimated $1.02M and leaving 7,224 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #170.

Equitable Trust first reported a position in MKSI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.88M in Q4 2025. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

Equitable Trust held 7,224 shares of MKS Inc worth $1.66M as of Q1 2026.
Equitable Trust sold 4,528 MKS Inc shares in Q1 2026, an estimated $1.02M.
MKS Inc made up 0.08% of Equitable Trust's portfolio in Q1 2026, its #170 holding.
Equitable Trust first reported a position in MKS Inc in Q4 2022 and has held it in 14 quarters since.
Equitable Trust's MKS Inc position peaked at $1.88M in Q4 2025.
615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.