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Expect Equity LLC’s MKS Inc MKSI Stock Holding History

Expect Equity LLC’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 		$4.25M Sell
18,485
-5,530
-23% -$1.25M 4.08% 1
2025
Q4 		$3.84M Sell
24,015
-7,475
-24% -$1.11M 3.71% 3
2025
Q3 		$3.9M Hold
31,490
– – 3.81% 1
2025
Q2 		$3.13M Buy
31,490
+1,880
+6% +$153K 3.34% 4
2025
Q1 		$2.37M Sell
29,610
-3,170
-10% -$320K 2.67% 14
2024
Q4 		$3.42M Buy
+32,780
New +$3.54M 3.58% 4

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

Expect Equity LLC's MKSI Position: Q1 2026 in Review

Expect Equity LLC reduced its MKS Inc (MKSI) stake by 23% in Q1 2026, selling an estimated $1.25M and leaving 18,485 shares worth $4.25M. The position accounts for 4.08% of the portfolio, ranked #1.

Expect Equity LLC first reported a position in MKSI in Q4 2024 and has held it in 6 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Expect Equity LLC held 18,485 shares of MKS Inc worth $4.25M as of Q1 2026.
  • Expect Equity LLC sold 5,530 MKS Inc shares in Q1 2026, an estimated $1.25M.
  • MKS Inc made up 4.08% of Expect Equity LLC's portfolio in Q1 2026, its #1 holding.
  • Expect Equity LLC first reported a position in MKS Inc in Q4 2024 and has held it in 6 quarters since.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Expect Equity LLC's 13F filing for Q1 2026, filed 15 May 2026.