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JFS Wealth Advisors’s MKS Inc MKSI Stock Holding History

JFS Wealth 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 		$14.7K Buy
33
+2
+6% +$626 ﹤0.01% 852
2026
Q1 		$7.13K Buy
31
+9
+41% +$2.04K ﹤0.01% 1073
2025
Q4 		$3.52K Buy
22
+14
+175% +$2.08K ﹤0.01% 1376
2025
Q3 		$991 Buy
8
+5
+167% +$533 ﹤0.01% 1628
2025
Q2 		$299 Sell
3
-5
-63% -$406 ﹤0.01% 1760
2025
Q1 		$642 Buy
8
+3
+60% +$303 ﹤0.01% 1738
2024
Q4 		$522 Buy
+5
New +$540 ﹤0.01% 1770
2023
Q4 		– Sell
-3
Closed -$260 – 2021
2023
Q3 		$260 Hold
3
– – ﹤0.01% 1832
2023
Q2 		$325 Hold
3
– – ﹤0.01% 1818
2023
Q1 		$266 Sell
3
-21
-88% -$2K ﹤0.01% 1797
2022
Q4 		$2.03K Sell
24
-3
-11% -$240 ﹤0.01% 1362
2022
Q3 		$2K Sell
27
-1
-4% -$103 ﹤0.01% 1351
2022
Q2 		$3K Sell
28
-2
-7% -$233 ﹤0.01% 1205
2022
Q1 		$5K Buy
30
+19
+173% +$2.95K ﹤0.01% 1047
2021
Q4 		$2K Buy
+11
New +$1.72K ﹤0.01% 1108

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

JFS Wealth Advisors's MKSI Position: Q2 2026 in Review

JFS Wealth Advisors increased its MKS Inc (MKSI) stake by 6.5% in Q2 2026, buying an estimated $626 and bringing the position to 33 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

JFS Wealth Advisors first reported a position in MKSI in Q4 2021 and has held it in 15 quarters since. 773 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • JFS Wealth Advisors held 33 shares of MKS Inc worth $14.7K as of Q2 2026.
  • JFS Wealth Advisors bought 2 MKS Inc shares in Q2 2026, an estimated $626.
  • MKS Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #852 holding.
  • JFS Wealth Advisors first reported a position in MKS Inc in Q4 2021 and has held it in 15 quarters since.
  • 773 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.