K2 Principal Fund’s MKS Inc MKSI Stock Holding History

K2 Principal Fund’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	$1.56M	Buy	+3,500	New	+$1.1M	0.11%	202
2024 Q4	–	Sell	-12,849	Closed	-$1.4M	–	334
2024 Q3	$1.4M	Sell	12,849 -991	-7%	-$118K	0.2%	112
2024 Q2	$1.81M	Buy	13,840 +6,740	+95%	+$851K	0.34%	76
2024 Q1	$944K	Buy	+7,100	New	+$825K	0.16%	122
2022 Q3	–	Sell	-8,000	Closed	-$821K	–	322
2022 Q2	$821K	Buy	+8,000	New	+$932K	0.09%	170
2021 Q4	–	Sell	-4,618	Closed	-$697K	–	402
2021 Q3	$697K	Buy	+4,618	New	+$709K	0.06%	199

Other funds holding MKSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

K2 Principal Fund's MKSI Position: Q2 2026 in Review

K2 Principal Fund opened a new position in MKS Inc (MKSI) in Q2 2026: 3,500 shares worth $1.56M. The stake represents 0.11% of the portfolio and ranks #202 among its holdings. This is a return to the name: K2 Principal Fund previously reported a position in MKSI as recently as Q3 2024.

K2 Principal Fund first reported a position in MKSI in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.81M in Q2 2024. 775 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

K2 Principal Fund held 3,500 shares of MKS Inc worth $1.56M as of Q2 2026.
MKS Inc was a new K2 Principal Fund position in Q2 2026.
MKS Inc made up 0.11% of K2 Principal Fund's portfolio in Q2 2026, its #202 holding.
K2 Principal Fund first reported a position in MKS Inc in Q3 2021 and has held it in 6 quarters since.
K2 Principal Fund's MKS Inc position peaked at $1.81M in Q2 2024.
775 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on K2 Principal Fund's 13F filing for Q2 2026, filed 7 Aug 2026.