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Medallion Wealth Advisors’s MKS Inc MKSI Stock Holding History

Medallion 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 		$9.19K Sell
40
-10
-20% -$2.26K ﹤0.01% 773
2025
Q4 		$7.99K Buy
+50
New +$7.42K ﹤0.01% 786

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its MKS Inc (MKSI) stake by 20% in Q1 2026, selling an estimated $2.26K and leaving 40 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Medallion Wealth Advisors first reported a position in MKSI in Q4 2025 and has held it in 2 quarters since. 616 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Medallion Wealth Advisors held 40 shares of MKS Inc worth $9.19K as of Q1 2026.
  • Medallion Wealth Advisors sold 10 MKS Inc shares in Q1 2026, an estimated $2.26K.
  • MKS Inc made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #773 holding.
  • Medallion Wealth Advisors first reported a position in MKS Inc in Q4 2025 and has held it in 2 quarters since.
  • 616 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.