IMA Advisory Services’s MKS Inc MKSI Stock Holding History

IMA Advisory Services’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	$9.79K	Buy	22 +4	+22%	+$1.25K	﹤0.01%	757
2026 Q1	$4.14K	Sell	18 -21	-54%	-$4.75K	﹤0.01%	451
2025 Q4	$6.23K	Buy	39 +35	+875%	+$5.19K	﹤0.01%	386
2025 Q3	$495	Hold	4	–	–	﹤0.01%	410
2025 Q2	$397	Buy	+4	New	+$325	﹤0.01%	411

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 $3.37T AUM 44.26% 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

IMA Advisory Services's MKSI Position: Q2 2026 in Review

IMA Advisory Services increased its MKS Inc (MKSI) stake by 22% in Q2 2026, buying an estimated $1.25K and bringing the position to 22 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

IMA Advisory Services first reported a position in MKSI in Q2 2025 and has held it in 5 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

IMA Advisory Services held 22 shares of MKS Inc worth $9.79K as of Q2 2026.
IMA Advisory Services bought 4 MKS Inc shares in Q2 2026, an estimated $1.25K.
MKS Inc made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #757 holding.
IMA Advisory Services first reported a position in MKS Inc in Q2 2025 and has held it in 5 quarters since.
775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.