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Journey Strategic Wealth’s MKS Inc MKSI Stock Holding History

Journey Strategic Wealth’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 		$1.53M Buy
6,641
+189
+3% +$42.7K 0.04% 130
2025
Q4 		$1.03M Buy
6,452
+2
+0% +$297 0.03% 170
2025
Q3 		$798K Buy
6,450
+173
+3% +$18.4K 0.02% 203
2025
Q2 		$624K Buy
+6,277
New +$510K 0.02% 246
2022
Q1 		– Sell
-1,582
Closed -$275K – 221
2021
Q4 		$275K Buy
+1,582
New +$247K 0.03% 132

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.56T 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

Journey Strategic Wealth's MKSI Position: Q1 2026 in Review

Journey Strategic Wealth increased its MKS Inc (MKSI) stake by 2.9% in Q1 2026, buying an estimated $42.7K and bringing the position to 6,641 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #130.

Journey Strategic Wealth first reported a position in MKSI in Q4 2021 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Journey Strategic Wealth held 6,641 shares of MKS Inc worth $1.53M as of Q1 2026.
  • Journey Strategic Wealth bought 189 MKS Inc shares in Q1 2026, an estimated $42.7K.
  • MKS Inc made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #130 holding.
  • Journey Strategic Wealth first reported a position in MKS Inc in Q4 2021 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.