Kingswood Wealth Advisors’s MKS Inc MKSI Stock Holding History

Kingswood 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 Q1	–	Sell	-2,779	Closed	-$444K	–	955
2025 Q4	$444K	Buy	+2,779	New	+$412K	0.02%	557

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kingswood Wealth Advisors's MKSI Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of MKS Inc (MKSI) in Q1 2026, closing a stake of 2,779 shares — an estimated $444K sold.

Kingswood Wealth Advisors first reported a position in MKSI in Q4 2025 and held it in 1 quarter. The position peaked at $444K in Q4 2025. 620 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

Kingswood Wealth Advisors reported no remaining MKS Inc position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 2,779 MKS Inc shares in Q1 2026, an estimated $444K.
Kingswood Wealth Advisors first reported a position in MKS Inc in Q4 2025 and held it in 1 quarter.
Kingswood Wealth Advisors's MKS Inc position peaked at $444K in Q4 2025.
620 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.