HB Wealth Management’s MKS Inc MKSI Stock Holding History

HB Wealth 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	$1.22M	Buy	2,752 +718	+35%	+$225K	0.01%	659
2026 Q1	$467K	Buy	+2,034	New	+$460K	﹤0.01%	1008

Other funds holding MKSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

HB Wealth Management's MKSI Position: Q2 2026 in Review

HB Wealth Management increased its MKS Inc (MKSI) stake by 35% in Q2 2026, buying an estimated $225K and bringing the position to 2,752 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #659.

HB Wealth Management first reported a position in MKSI in Q1 2026 and has held it in 2 quarters since. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

HB Wealth Management held 2,752 shares of MKS Inc worth $1.22M as of Q2 2026.
HB Wealth Management bought 718 MKS Inc shares in Q2 2026, an estimated $225K.
MKS Inc made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #659 holding.
HB Wealth Management first reported a position in MKS Inc in Q1 2026 and has held it in 2 quarters since.
776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.