LRI Investments’s MKS Inc MKSI Stock Holding History

LRI Investments’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	$64.2K	Buy	144 +108	+300%	+$33.8K	0.01%	518
2026 Q1	$8.27K	Buy	+36	New	+$8.14K	﹤0.01%	935

Other funds holding MKSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FFM

FengHe Fund Management Singapore $1.05B AUM 316.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LRI Investments's MKSI Position: Q2 2026 in Review

LRI Investments increased its MKS Inc (MKSI) stake by 300% in Q2 2026, buying an estimated $33.8K and bringing the position to 144 shares worth $64.2K. The position accounts for 0.01% of the portfolio, ranked #518.

LRI Investments first reported a position in MKSI in Q1 2026 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

LRI Investments held 144 shares of MKS Inc worth $64.2K as of Q2 2026.
LRI Investments bought 108 MKS Inc shares in Q2 2026, an estimated $33.8K.
MKS Inc made up 0.01% of LRI Investments's portfolio in Q2 2026, its #518 holding.
LRI Investments first reported a position in MKS Inc in Q1 2026 and has held it in 2 quarters since.
352 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.