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L.J. Altfest & Co’s MKS Inc MKSI Stock Holding History

L.J. Altfest & Co’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
2025
Q3 		– Sell
-5,100
Closed -$507K – 364
2025
Q2 		$507K Buy
+5,100
New +$414K 0.06% 214
2024
Q3 		– Sell
-2,686
Closed -$351K – 354
2024
Q2 		$351K Sell
2,686
-483
-15% -$61K 0.05% 234
2024
Q1 		$421K Sell
3,169
-591
-16% -$68.7K 0.06% 210
2023
Q4 		$387K Buy
3,760
+495
+15% +$40.2K 0.06% 218
2023
Q3 		$283K Buy
+3,265
New +$318K 0.04% 248

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

L.J. Altfest & Co's MKSI Position: Q3 2025 in Review

L.J. Altfest & Co sold out of MKS Inc (MKSI) in Q3 2025, closing a stake of 5,100 shares — an estimated $507K sold.

L.J. Altfest & Co first reported a position in MKSI in Q3 2023 and held it in 5 quarters. The position peaked at $507K in Q2 2025. 433 funds tracked by Wall St. Rank hold MKSI as of Q3 2025.

  • L.J. Altfest & Co reported no remaining MKS Inc position as of Q3 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 5,100 MKS Inc shares in Q3 2025, an estimated $507K.
  • L.J. Altfest & Co first reported a position in MKS Inc in Q3 2023 and held it in 5 quarters.
  • L.J. Altfest & Co's MKS Inc position peaked at $507K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held MKS Inc as of Q3 2025.

Based on L.J. Altfest & Co's 13F filing for Q3 2025, filed 21 Oct 2025.