KMWM
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Keudell/Morrison Wealth Management’s MKS Inc MKSI Stock Holding History

Keudell/Morrison Wealth 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
Q2 		$267K Buy
+600
New +$188K 0.05% 208
2022
Q1 		– Sell
-1,159
Closed -$202K – 193
2021
Q4 		$202K Buy
+1,159
New +$181K 0.08% 184

Other funds holding MKSI

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Keudell/Morrison Wealth Management's MKSI Position: Q2 2026 in Review

Keudell/Morrison Wealth Management opened a new position in MKS Inc (MKSI) in Q2 2026: 600 shares worth $267K. The stake represents 0.05% of the portfolio and ranks #208 among its holdings. This is a return to the name: Keudell/Morrison Wealth Management previously reported a position in MKSI as recently as Q4 2021.

Keudell/Morrison Wealth Management first reported a position in MKSI in Q4 2021 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Keudell/Morrison Wealth Management held 600 shares of MKS Inc worth $267K as of Q2 2026.
  • MKS Inc was a new Keudell/Morrison Wealth Management position in Q2 2026.
  • MKS Inc made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Keudell/Morrison Wealth Management first reported a position in MKS Inc in Q4 2021 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.