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Kennedy Capital Management’s MKS Inc MKSI Stock Holding History

Kennedy Capital Management’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 		$8.44M Sell
36,731
-107,408
-75% -$24.3M 0.18% 194
2025
Q4 		$23M Sell
144,139
-27,418
-16% -$4.07M 0.49% 45
2025
Q3 		$21.2M Sell
171,557
-14,031
-8% -$1.5M 0.47% 40
2025
Q2 		$18.4M Sell
185,588
-3,187
-2% -$259K 0.44% 50
2025
Q1 		$15.1M Buy
188,775
+114,206
+153% +$11.5M 0.36% 73
2024
Q4 		$7.78M Buy
+74,569
New +$8.05M 0.17% 200
2022
Q4 		– Sell
-28,581
Closed -$2.36M – 633
2022
Q3 		$2.36M Sell
28,581
-326
-1% -$33.6K 0.07% 390
2022
Q2 		$2.97M Buy
28,907
+577
+2% +$67.2K 0.08% 373
2022
Q1 		$4.25M Sell
28,330
-1,910
-6% -$297K 0.1% 338
2021
Q4 		$5.27M Buy
+30,240
New +$4.73M 0.11% 335
2019
Q1 		– Sell
-24,963
Closed -$1.61M – 704
2018
Q4 		$1.61M Buy
+24,963
New +$1.8M 0.04% 558
2014
Q1 		– Sell
-147,126
Closed -$4.4M – 767
2013
Q4 		$4.4M Sell
147,126
-153,524
-51% -$4.46M 0.08% 406
2013
Q3 		$7.99M Sell
300,650
-10,993
-4% -$294K 0.15% 243
2013
Q2 		$8.27M Buy
+311,643
New +$8.43M 0.17% 219

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

Kennedy Capital Management's MKSI Position: Q1 2026 in Review

Kennedy Capital Management reduced its MKS Inc (MKSI) stake by 75% in Q1 2026, selling an estimated $24.3M and leaving 36,731 shares worth $8.44M. The position accounts for 0.18% of the portfolio, ranked #194.

Kennedy Capital Management first reported a position in MKSI in Q2 2013 and has held it in 14 quarters since. The position peaked at $23M in Q4 2025. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Kennedy Capital Management held 36,731 shares of MKS Inc worth $8.44M as of Q1 2026.
  • Kennedy Capital Management sold 107,408 MKS Inc shares in Q1 2026, an estimated $24.3M.
  • MKS Inc made up 0.18% of Kennedy Capital Management's portfolio in Q1 2026, its #194 holding.
  • Kennedy Capital Management first reported a position in MKS Inc in Q2 2013 and has held it in 14 quarters since.
  • Kennedy Capital Management's MKS Inc position peaked at $23M in Q4 2025.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.