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GoalVest Advisory’s MKS Inc MKSI Stock Holding History

GoalVest Advisory’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
Q3 		$7.43K Buy
+28
New +$8.27K ﹤0.01% 496
2023
Q2 		– Sell
-1,114
Closed -$98.7K – 393
2023
Q1 		$98.7K Buy
+1,114
New +$106K 0.06% 85

Other funds holding MKSI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
LPPL
Loftus Peak Pty Ltd Sydney, Australia $781M AUM
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

GoalVest Advisory's MKSI Position: Q3 2026 in Review

GoalVest Advisory opened a new position in MKS Inc (MKSI) in Q3 2026: 28 shares worth $7.43K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in MKSI as recently as Q1 2023.

GoalVest Advisory first reported a position in MKSI in Q1 2023 and has held it in 2 quarters since. The position peaked at $98.7K in Q1 2023. 58 funds tracked by Wall St. Rank hold MKSI as of Q3 2026.

  • GoalVest Advisory held 28 shares of MKS Inc worth $7.43K as of Q3 2026.
  • MKS Inc was a new GoalVest Advisory position in Q3 2026.
  • MKS Inc made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #496 holding.
  • GoalVest Advisory first reported a position in MKS Inc in Q1 2023 and has held it in 2 quarters since.
  • GoalVest Advisory's MKS Inc position peaked at $98.7K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held MKS Inc as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.