Kovitz Investment Group Partners
MKSI icon

Kovitz Investment Group Partners’s MKS Inc MKSI Stock Holding History

Kovitz Investment Group Partners’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 		$307K Buy
+689
New +$216K 0.01% 432
2025
Q4 		– Sell
-36,889
Closed -$4.57M – 983
2025
Q3 		$4.57M Buy
36,889
+9,898
+37% +$1.06M 0.02% 483
2025
Q2 		$2.68M Buy
26,991
+24,066
+823% +$1.96M 0.01% 567
2025
Q1 		$234K Buy
2,925
+692
+31% +$69.9K ﹤0.01% 1131
2024
Q4 		$233K Sell
2,233
-21
-0.9% -$2.27K ﹤0.01% 1118
2024
Q3 		$229K Buy
2,254
+628
+39% +$74.6K ﹤0.01% 924
2024
Q2 		$212K Buy
1,626
+29
+2% +$3.66K ﹤0.01% 789
2024
Q1 		$212K Buy
+1,597
New +$186K ﹤0.01% 629

Other funds holding MKSI

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
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

Kovitz Investment Group Partners's MKSI Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in MKS Inc (MKSI) in Q2 2026: 689 shares worth $307K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in MKSI as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in MKSI in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.57M in Q3 2025. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Kovitz Investment Group Partners held 689 shares of MKS Inc worth $307K as of Q2 2026.
  • MKS Inc was a new Kovitz Investment Group Partners position in Q2 2026.
  • MKS Inc made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #432 holding.
  • Kovitz Investment Group Partners first reported a position in MKS Inc in Q1 2024 and has held it in 8 quarters since.
  • Kovitz Investment Group Partners's MKS Inc position peaked at $4.57M in Q3 2025.
  • 776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.