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Global Financial Private Client’s MKS Inc MKSI Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-5
Closed -$401 – 1052
2025
Q1 		$401 Buy
5
+3
+150% +$303 ﹤0.01% 1363
2024
Q4 		$209 Buy
+2
New +$216 ﹤0.01% 1255

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Global Financial Private Client's MKSI Position: Q2 2025 in Review

Global Financial Private Client sold out of MKS Inc (MKSI) in Q2 2025, closing a stake of 5 shares — an estimated $401 sold.

Global Financial Private Client first reported a position in MKSI in Q4 2024 and held it in 2 quarters. The position peaked at $401 in Q1 2025. 394 funds tracked by Wall St. Rank hold MKSI as of Q2 2025.

  • Global Financial Private Client reported no remaining MKS Inc position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 MKS Inc shares in Q2 2025, an estimated $401.
  • Global Financial Private Client first reported a position in MKS Inc in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's MKS Inc position peaked at $401 in Q1 2025.
  • 394 funds tracked by Wall St. Rank held MKS Inc as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.