Innovative Asset Advisors Group’s MKS Inc MKSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$286K Sell
642
-23
-3% -$7.2K 0.12% 142
2026
Q1
$153K Buy
+665
New +$150K 0.09% 158

Other funds holding MKSI

Innovative Asset Advisors Group's MKSI Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its MKS Inc (MKSI) stake by 3.5% in Q2 2026, selling an estimated $7.2K and leaving 642 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #142.

Innovative Asset Advisors Group first reported a position in MKSI in Q1 2026 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Innovative Asset Advisors Group held 642 shares of MKS Inc worth $286K as of Q2 2026.
  • Innovative Asset Advisors Group sold 23 MKS Inc shares in Q2 2026, an estimated $7.2K.
  • MKS Inc made up 0.12% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #142 holding.
  • Innovative Asset Advisors Group first reported a position in MKS Inc in Q1 2026 and has held it in 2 quarters since.
  • 719 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.