FNA
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First National Advisers’s MKS Inc MKSI Stock Holding History

First National Advisers’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 		$310K Sell
1,347
-80
-6% -$18.1K 0.05% 210
2025
Q4 		$228K Sell
1,427
-340
-19% -$50.4K 0.03% 225
2025
Q3 		$219K Sell
1,767
-1,126
-39% -$120K 0.03% 222
2025
Q2 		$287K Sell
2,893
-10,777
-79% -$876K 0.04% 201
2025
Q1 		$1.1M Buy
13,670
+5,237
+62% +$529K 0.18% 129
2024
Q4 		$880K Sell
8,433
-3,667
-30% -$396K 0.14% 132
2024
Q3 		$1.32M Buy
12,100
+613
+5% +$72.8K 0.21% 120
2024
Q2 		$1.5M Sell
11,487
-862
-7% -$109K 0.27% 107
2024
Q1 		$1.64M Buy
12,349
+6,678
+118% +$776K 0.37% 90
2023
Q4 		$583K Sell
5,671
-32
-0.6% -$2.6K 0.17% 129
2023
Q3 		$494K Buy
+5,703
New +$556K 0.22% 119
2022
Q4 		– Sell
-1,386
Closed -$115K – 122
2022
Q3 		$115K Buy
+1,386
New +$143K 0.17% 117

Other funds holding MKSI

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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