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Fulcrum Asset Management’s MKS Inc MKSI Stock Holding History

Fulcrum Asset Management’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 		$490K Buy
+1,177
New +$368K 0.05% 283
2022
Q1 		– Hold
0
– – – 173
2021
Q2 		– Hold
0
– – – 66
2020
Q4 		– Hold
0
– – – 124
2020
Q3 		– Sell
-5,775
Closed -$677K – 59
2020
Q2 		$703K Buy
+5,775
New +$575K 0.24% 126

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 $3.38T AUM 44.17% 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

Fulcrum Asset Management's MKSI Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in MKS Inc (MKSI) in Q2 2026: 1,177 shares worth $490K. The stake represents 0.05% of the portfolio and ranks #283 among its holdings. This is a return to the name: Fulcrum Asset Management previously reported a position in MKSI as recently as Q2 2020.

Fulcrum Asset Management first reported a position in MKSI in Q2 2020 and has held it in 2 quarters since. The position peaked at $703K in Q2 2020. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Fulcrum Asset Management held 1,177 shares of MKS Inc worth $490K as of Q2 2026.
  • MKS Inc was a new Fulcrum Asset Management position in Q2 2026.
  • MKS Inc made up 0.05% of Fulcrum Asset Management's portfolio in Q2 2026, its #283 holding.
  • Fulcrum Asset Management first reported a position in MKS Inc in Q2 2020 and has held it in 2 quarters since.
  • Fulcrum Asset Management's MKS Inc position peaked at $703K in Q2 2020.
  • 776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.