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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s MKS Inc MKSI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-799
Closed -$128K – 552
2025
Q4 		$128K Sell
799
-338
-30% -$50.1K 0.04% 212
2025
Q3 		$141K Sell
1,137
-330
-22% -$35.2K 0.04% 175
2025
Q2 		$146K Sell
1,467
-543
-27% -$44.1K 0.05% 161
2025
Q1 		$161K Buy
2,010
+199
+11% +$20.1K 0.06% 152
2024
Q4 		$189K Buy
1,811
+138
+8% +$14.9K 0.08% 138
2024
Q3 		$182K Buy
1,673
+661
+65% +$78.5K 0.09% 101
2024
Q2 		$132K Buy
1,012
+2
+0.2% +$252 0.08% 125
2024
Q1 		$134K Buy
1,010
+2
+0.2% +$232 0.09% 120
2023
Q4 		$104K Buy
1,008
+2
+0.2% +$162 0.07% 141
2023
Q3 		$87.1K Buy
1,006
+3
+0.3% +$293 0.06% 137
2023
Q2 		$109K Sell
1,003
-19
-2% -$1.74K 0.08% 123
2023
Q1 		$90.6K Sell
1,022
-237
-19% -$22.6K 0.07% 128
2022
Q4 		$107K Buy
+1,259
New +$101K 0.09% 113

Other funds holding MKSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MKSI Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of MKS Inc (MKSI) in Q1 2026, closing a stake of 799 shares — an estimated $128K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MKSI in Q4 2022 and held it in 13 quarters. The position peaked at $189K in Q4 2024. 618 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining MKS Inc position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 799 MKS Inc shares in Q1 2026, an estimated $128K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MKS Inc in Q4 2022 and held it in 13 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MKS Inc position peaked at $189K in Q4 2024.
  • 618 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.