JWCA
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J.W. Cole Advisors’s MKS Inc MKSI Stock Holding History

J.W. Cole Advisors’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 		$2.75M Sell
6,190
-1,148
-16% -$359K 0.05% 393
2026
Q1 		$1.69M Buy
+7,338
New +$1.66M 0.06% 275
2025
Q4 		– Sell
-4,679
Closed -$579K – 1555
2025
Q3 		$579K Buy
+4,679
New +$499K 0.01% 936

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

J.W. Cole Advisors's MKSI Position: Q2 2026 in Review

J.W. Cole Advisors reduced its MKS Inc (MKSI) stake by 16% in Q2 2026, selling an estimated $359K and leaving 6,190 shares worth $2.75M. The position accounts for 0.05% of the portfolio, ranked #393.

J.W. Cole Advisors first reported a position in MKSI in Q3 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • J.W. Cole Advisors held 6,190 shares of MKS Inc worth $2.75M as of Q2 2026.
  • J.W. Cole Advisors sold 1,148 MKS Inc shares in Q2 2026, an estimated $359K.
  • MKS Inc made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #393 holding.
  • J.W. Cole Advisors first reported a position in MKS Inc in Q3 2025 and has held it in 3 quarters since.
  • 775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.