Global Retirement Partners’s MKS Inc MKSI Stock Holding History

Global Retirement Partners’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 Q4	$26.4K	Buy	165 +140	+560%	+$20.8K	﹤0.01%	2748
2025 Q3	$3.09K	Hold	25	–	–	﹤0.01%	3158
2025 Q2	$2.48K	Buy	+25	New	+$2.03K	﹤0.01%	3163
2024 Q4	$35.4K	Buy	339 +88	+35%	+$9.5K	﹤0.01%	1787
2024 Q3	$27.3K	Buy	251 +9	+4%	+$1.07K	﹤0.01%	1849
2024 Q2	$31.6K	Sell	242 -14	-5%	-$1.77K	﹤0.01%	1765
2024 Q1	$34K	Sell	256 -3	-1%	-$349	﹤0.01%	1578
2023 Q4	$26.7K	Sell	259 -190	-42%	-$15.4K	﹤0.01%	1621
2023 Q3	$38.6K	Buy	449 +43	+11%	+$4.19K	﹤0.01%	1382
2023 Q2	$43.9K	Hold	406	–	–	﹤0.01%	1340
2023 Q1	$33.5K	Buy	406 +84	+26%	+$8.02K	﹤0.01%	1411
2022 Q4	$27.3K	Buy	322 +212	+193%	+$17K	﹤0.01%	1348
2022 Q3	$9K	Buy	110 +14	+15%	+$1.44K	﹤0.01%	1727
2022 Q2	$10K	Sell	96 -5	-5%	-$582	﹤0.01%	1637
2022 Q1	$12K	Buy	+101	New	+$15.7K	﹤0.01%	1554

Other funds holding MKSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return