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Evergreen Capital Management’s MKS Inc MKSI Stock Holding History

Evergreen Capital 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
Q1 		$811K Buy
3,528
+93
+3% +$21K 0.02% 560
2025
Q4 		$549K Sell
3,435
-115
-3% -$17.1K 0.01% 693
2025
Q3 		$439K Buy
3,550
+1,291
+57% +$138K 0.01% 725
2025
Q2 		$224K Buy
+2,259
New +$184K 0.01% 969

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evergreen Capital Management's MKSI Position: Q1 2026 in Review

Evergreen Capital Management increased its MKS Inc (MKSI) stake by 2.7% in Q1 2026, buying an estimated $21K and bringing the position to 3,528 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #560.

Evergreen Capital Management first reported a position in MKSI in Q2 2025 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Evergreen Capital Management held 3,528 shares of MKS Inc worth $811K as of Q1 2026.
  • Evergreen Capital Management bought 93 MKS Inc shares in Q1 2026, an estimated $21K.
  • MKS Inc made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #560 holding.
  • Evergreen Capital Management first reported a position in MKS Inc in Q2 2025 and has held it in 4 quarters since.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.