Montag & Associates’s MKS Inc MKSI Stock Holding History

Montag & Associates’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	$5.18K	Buy	12 +7	+140%	+$2.19K	﹤0.01%	809
2026 Q1	$1.06K	Buy	+5	New	+$1.13K	﹤0.01%	898

Other funds holding MKSI

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Montag & Associates's MKSI Position: Q2 2026 in Review

Montag & Associates increased its MKS Inc (MKSI) stake by 140% in Q2 2026, buying an estimated $2.19K and bringing the position to 12 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Montag & Associates first reported a position in MKSI in Q1 2026 and has held it in 2 quarters since. 776 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Montag & Associates held 12 shares of MKS Inc worth $5.18K as of Q2 2026.
Montag & Associates bought 7 MKS Inc shares in Q2 2026, an estimated $2.19K.
MKS Inc made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #809 holding.
Montag & Associates first reported a position in MKS Inc in Q1 2026 and has held it in 2 quarters since.
776 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.