EWA
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EverSource Wealth Advisors’s MKS Inc MKSI Stock Holding History

EverSource Wealth Advisors’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 		$404K Sell
909
-211
-19% -$66K 0.01% 649
2026
Q1 		$257K Buy
1,120
+365
+48% +$82.5K 0.01% 918
2025
Q4 		$121K Buy
755
+18
+2% +$2.67K ﹤0.01% 1214
2025
Q3 		$91.2K Sell
737
-101
-12% -$10.8K ﹤0.01% 1334
2025
Q2 		$83.3K Buy
838
+325
+63% +$26.4K ﹤0.01% 1305
2025
Q1 		$41.1K Buy
513
+289
+129% +$29.2K ﹤0.01% 1325
2024
Q4 		$23.4K Buy
224
+117
+109% +$12.6K ﹤0.01% 1533
2024
Q3 		$11.6K Sell
107
-7
-6% -$832 ﹤0.01% 1773
2024
Q2 		$14.4K Buy
114
+26
+30% +$3.28K ﹤0.01% 1670
2024
Q1 		$10.5K Buy
88
+2
+2% +$232 ﹤0.01% 1669
2023
Q4 		$8.85K Buy
86
+5
+6% +$406 ﹤0.01% 1617
2023
Q3 		$7.01K Hold
81
– – ﹤0.01% 1557
2023
Q2 		$8.76K Buy
81
+67
+479% +$6.13K ﹤0.01% 1493
2023
Q1 		$1.24K Buy
+14
New +$1.34K ﹤0.01% 2062
2022
Q3 		– Sell
-214
Closed -$22K – 2069
2022
Q2 		$22K Buy
+214
New +$24.9K 0.01% 804

Other funds holding MKSI

BlackRock
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

EverSource Wealth Advisors's MKSI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its MKS Inc (MKSI) stake by 19% in Q2 2026, selling an estimated $66K and leaving 909 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #649.

EverSource Wealth Advisors first reported a position in MKSI in Q2 2022 and has held it in 15 quarters since. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • EverSource Wealth Advisors held 909 shares of MKS Inc worth $404K as of Q2 2026.
  • EverSource Wealth Advisors sold 211 MKS Inc shares in Q2 2026, an estimated $66K.
  • MKS Inc made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #649 holding.
  • EverSource Wealth Advisors first reported a position in MKS Inc in Q2 2022 and has held it in 15 quarters since.
  • 776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.