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Independent Advisor Alliance’s MKS Inc MKSI Stock Holding History

Independent Advisor Alliance’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 		$420K Sell
945
-48
-5% -$15K 0.01% 730
2026
Q1 		$228K Buy
+993
New +$225K ﹤0.01% 1441
2020
Q1 		– Sell
-7,513
Closed -$827K – 686
2019
Q4 		$827K Buy
+7,513
New +$787K 0.04% 417

Other funds holding MKSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
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

Independent Advisor Alliance's MKSI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its MKS Inc (MKSI) stake by 4.8% in Q2 2026, selling an estimated $15K and leaving 945 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #730.

Independent Advisor Alliance first reported a position in MKSI in Q4 2019 and has held it in 3 quarters since. The position peaked at $827K in Q4 2019. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Independent Advisor Alliance held 945 shares of MKS Inc worth $420K as of Q2 2026.
  • Independent Advisor Alliance sold 48 MKS Inc shares in Q2 2026, an estimated $15K.
  • MKS Inc made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #730 holding.
  • Independent Advisor Alliance first reported a position in MKS Inc in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's MKS Inc position peaked at $827K in Q4 2019.
  • 776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.