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Integrated Advisors Network’s MKS Inc MKSI Stock Holding History

Integrated Advisors Network’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
Q1 		– Sell
-1,779
Closed -$284K – 749
2025
Q4 		$284K Buy
+1,779
New +$264K 0.01% 619
2022
Q4 		– Sell
-8,842
Closed -$731K – 661
2022
Q3 		$731K Buy
8,842
+2,330
+36% +$240K 0.05% 328
2022
Q2 		$668K Buy
6,512
+801
+14% +$93.3K 0.04% 355
2022
Q1 		$856K Buy
5,711
+491
+9% +$76.3K 0.05% 338
2021
Q4 		$909K Buy
5,220
+216
+4% +$33.8K 0.05% 306
2021
Q3 		$755K Buy
5,004
+1,153
+30% +$177K 0.05% 324
2021
Q2 		$685K Buy
3,851
+293
+8% +$53.2K 0.05% 297
2021
Q1 		$660K Buy
3,558
+1,514
+74% +$254K 0.06% 276
2020
Q4 		$308K Buy
+2,044
New +$267K 0.03% 384

Other funds holding MKSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return