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
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 – 2070
2022
Q2 		$22K Buy
+214
New +$24.9K 0.01% 804

Other funds holding MKSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $1.47T 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