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Integrated Wealth Concepts’s MKS Inc MKSI Stock Holding History

Integrated Wealth Concepts’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 		$976K Buy
2,195
+141
+7% +$44.1K 0.01% 1223
2026
Q1 		$472K Buy
+2,054
New +$464K ﹤0.01% 1572

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's MKSI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its MKS Inc (MKSI) stake by 6.9% in Q2 2026, buying an estimated $44.1K and bringing the position to 2,195 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #1223.

Integrated Wealth Concepts first reported a position in MKSI in Q1 2026 and has held it in 2 quarters since. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Integrated Wealth Concepts held 2,195 shares of MKS Inc worth $976K as of Q2 2026.
  • Integrated Wealth Concepts bought 141 MKS Inc shares in Q2 2026, an estimated $44.1K.
  • MKS Inc made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1223 holding.
  • Integrated Wealth Concepts first reported a position in MKS Inc in Q1 2026 and has held it in 2 quarters since.
  • 776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.