Hudson Value Partners’s MKS Inc MKSI Stock Holding History

Hudson Value 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 Q1	–	Sell	-4,169	Closed	-$435K	–	103
2024 Q4	$435K	Sell	4,169 -19,102	-82%	-$2.06M	0.16%	79
2024 Q3	$2.53M	Buy	23,271 +1,539	+7%	+$183K	0.98%	33
2024 Q2	$2.84M	Buy	21,732 +5,825	+37%	+$735K	1.2%	32
2024 Q1	$2.12M	Sell	15,907 -10	-0.1%	-$1.16K	0.9%	36
2023 Q4	$1.64M	Sell	15,917 -363	-2%	-$29.5K	0.76%	41
2023 Q3	$1.41M	Buy	16,280 +485	+3%	+$47.3K	0.74%	38
2023 Q2	$1.71M	Buy	15,795 +3,795	+32%	+$347K	0.87%	35
2023 Q1	$1.06M	Hold	12,000	–	–	0.61%	51
2022 Q4	$1.02M	Sell	12,000 -17,668	-60%	-$1.42M	0.62%	49
2022 Q3	$2.45M	Buy	29,668 +9,742	+49%	+$1M	1.65%	23
2022 Q2	$2.04M	Sell	19,926 -452	-2%	-$52.7K	1.3%	29
2022 Q1	$3.06M	Buy	20,378 +11,098	+120%	+$1.72M	1.57%	21
2021 Q4	$1.62M	Buy	+9,280	New	+$1.45M	0.78%	40

Other funds holding MKSI

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

BlackRock New York $5.72T AUM 30.48% 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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return