Mirabella Financial Services’s MKS Inc MKSI Stock Holding History

Mirabella Financial Services’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	-3,189	Closed	-$510K	–	1078
2025 Q4	$510K	Buy	3,189 +414	+15%	+$61.4K	0.05%	253
2025 Q3	$343K	Buy	+2,775	New	+$296K	0.03%	194
2024 Q1	–	Sell	-2,130	Closed	-$219K	–	643
2023 Q4	$219K	Sell	2,130 -3,574	-63%	-$290K	0.03%	357
2023 Q3	$494K	Buy	+5,704	New	+$556K	0.07%	223
2022 Q3	–	Sell	-5,061	Closed	-$518K	–	477
2022 Q2	$518K	Buy	5,061 +3,307	+189%	+$385K	0.05%	240
2022 Q1	$263K	Sell	1,754 -7,065	-80%	-$1.1M	0.03%	349
2021 Q4	$1.54M	Sell	8,819 -3,033	-26%	-$474K	0.16%	133
2021 Q3	$1.79M	Buy	11,852 +9,586	+423%	+$1.47M	0.23%	105
2021 Q2	$403K	Sell	2,266 -2,454	-52%	-$446K	0.08%	184
2021 Q1	$875K	Buy	4,720 +3,310	+235%	+$556K	0.27%	94
2020 Q4	$212K	Buy	+1,410	New	+$184K	0.03%	248
2020 Q3	–	Sell	-6,645	Closed	-$752K	–	408
2020 Q2	$752K	Buy	6,645 +6,477	+3,855%	+$644K	0.2%	73
2020 Q1	$14K	Sell	168 -2,951	-95%	-$302K	0.01%	79
2019 Q4	$343K	Buy	+3,119	New	+$327K	0.06%	111

Other funds holding MKSI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T 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