Evergreen Capital Management’s MKS Inc MKSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.46M Sell
3,292
-236
-7% -$73.8K 0.03% 403
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

Evergreen Capital Management's MKSI Position: Q2 2026 in Review

Evergreen Capital Management reduced its MKS Inc (MKSI) stake by 6.7% in Q2 2026, selling an estimated $73.8K and leaving 3,292 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #403.

Evergreen Capital Management first reported a position in MKSI in Q2 2025 and has held it in 5 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Evergreen Capital Management held 3,292 shares of MKS Inc worth $1.46M as of Q2 2026.
  • Evergreen Capital Management sold 236 MKS Inc shares in Q2 2026, an estimated $73.8K.
  • MKS Inc made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #403 holding.
  • Evergreen Capital Management first reported a position in MKS Inc in Q2 2025 and has held it in 5 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.